Shobi Samuel

Current Employers

Employment History

• 06/2019 → 02/2025
  Wea Member Benefits
  Madison, WI
• 04/2018 → 06/2019
  Wea Member Benefits
  Madison, WI
• 11/2012 → 04/2018
  Best Buy
  Madison, WI
• 06/2019 → 02/2025
  Wea Investment Services
  Madison, WI
• 05/2025 → Present
  Advanced Advisor Group Llc
  Cambridge, MN
• 05/2025 → Present
  Efs Advisors
  Cambridge, MN
• 05/2025 → Present
  Aviben
  Cambridge, MN

Other Businesses

1) Part time sales, NON INV, Best Buy Corporation, 2452 E Springs Dr, Madison, WI, Apple Mobility Expert, Started 11/01/2012; 8 noninv/0 inv hrs/week, management of cell phones and their plans for AT&T, Verizon, Sprint; training of new associates, resident expert of systems, sell all products in the store when needed 2) Aviben, noninv, Cambridge MN, third-party administrator of employee benefits, Benefits Consultant, Employee, 05/2025, 160 inv/0 noninv, Benefits consultant promoting third party services for employee benefits, this includes 403(b), 457(b), HRA, HSA, FSA accounts and other assigned duties. 3) Rental Property, not investment related, Fitchburg WI, Landlord, 4/1/2024, 1 noninv/ o inv hrs/mo, rent collection and property maintenance. 4) Cornerstone Legacy LLC, NON INV, Sun Prairie WI 53590, Automotive business utilizing ride-sharing and vehicle rental platforms (Uber and Turo), CEO and CFO; 25% Owner, 03/07/2025, Approximately 25 hrs/mo during non trading hrs; no regular activity during securities trading hours, Oversight of business operations, including accounting , insurance, and general administrative functions; occasional participation in ride-sharing activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-20
• S63 Uniform Securities Agent State Law Examination
  2019-10-18

Other Names

• Shobi Samuel
• Samuel Shobi