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Shannon Clair Stophel

Walser Wealth Management Company, A Limited Liability Company

Tampa, FL

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Current Employers
Walser Wealth Management Company, A Limited Liability Company

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • 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
Walser Wealth Manageement Company, A Limited Liability Company Tampa FL 12/2020 Present
Robert Half Technology Tampa FL 06/2016 08/2018
Walser Wealth Manageement Company, A Limited Liability Company Tampa FL 08/2018 Present
  • 12/2020 → Present
    Walser Wealth Manageement Company, A Limited Liability Company
    Tampa, FL
  • 06/2016 → 08/2018
    Robert Half Technology
    Tampa, FL
  • 08/2018 → Present
    Walser Wealth Manageement Company, A Limited Liability Company
    Tampa, FL
Other Businesses

INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, INSURANCE SALES (LIFE & HEALTH)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-24
  • S65 Uniform Investment Adviser Law Examination
    2020-11-24
Other Names
  • Shannon Stophel

View on SEC IAPD

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