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Shelby Rae St Martin

Jnba Financial Advisors, LLC

Bloomington, MN

CRD 7303514

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Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Jnba Financial Advisors, Llc

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-10-03
  • MN RA
    APPROVED
    Since 2023-10-03

Branch Locations

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rush Creek Golf Club Maple Grove MN 05/2018 08/2019
University Of Nebraska - Lincoln Lincoln NE 08/2016 05/2020
Ceramic Industrial Coatings Osseo MN 06/2020 09/2020
Bluestem Wealth Partners Minnetonka MN 10/2020 09/2023
Jnba Financial Advisors, Llc Bloomington MN 09/2023 Present
  • 05/2018 → 08/2019
    Rush Creek Golf Club
    Maple Grove, MN
  • 08/2016 → 05/2020
    University Of Nebraska - Lincoln
    Lincoln, NE
  • 06/2020 → 09/2020
    Ceramic Industrial Coatings
    Osseo, MN
  • 10/2020 → 09/2023
    Bluestem Wealth Partners
    Minnetonka, MN
  • 09/2023 → Present
    Jnba Financial Advisors, Llc
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-16
  • S65 Uniform Investment Adviser Law Examination
    2023-03-16
Other Names
  • Shelby St Martin

View on SEC IAPD

Nearby Firms

PETROS FAMILY WEALTH, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.

Nearby Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS

Nearby Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN

More in Bloomington, MN

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