Shelisa Fields

Employer firm

Williamson Ross Financial CRD 301826

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars
BUSINESS PLANNING AND FINANCIAL ANALYSIS FOR SMALL BUSINESSES

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

Current Employers

Williamson Ross Financial

Canton, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2019-04-19

MI RA
APPROVED

Since 2019-04-19

Branch Locations

Canton, MI • 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

Organization	City	State	From	To
Ford Motor Credit Company	Dearborn	MI	07/2013	05/2024
Williamson Ross Financial, Llc	Novi	MI	04/2016	Present

07/2013 → 05/2024

Ford Motor Credit Company

Dearborn, MI
04/2016 → Present

Williamson Ross Financial, Llc

Novi, MI

Other Businesses

Contract employee; non investment-related as of September 2024. Periodically act as adjunct professor at Trine University (online/hybrid campus), teaching business and/or finance subtopics to university students. Hours vary, less than 20 hours per month. ?Teach undergraduate level finance courses. ?Plan and deliver lectures that engage, motivate and advance students' understanding of fundamental finance concepts. ?Evaluate and assess student performance and collaborate as needed to achieve course objectives.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-02-21

S65 Uniform Investment Adviser Law Examination

2019-02-21

View on SEC IAPD