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Sheilina L Sperry

Edward Jones

New Prague, MN

CRD 7209817

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-13
MN RA APPROVED 2020-03-03
  • TX RA
    APPROVED_RES
    Since 2023-10-13
  • MN RA
    APPROVED
    Since 2020-03-03

Branch Locations

207 Chalupsky Ave Se, New Prague, MN 56071 • 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
Edward Jones St. Louis MO 12/2019 Present
Highquest Group Topsfield MA 05/2017 12/2019
Waletich Transportation Kassota MN 07/2016 05/2017
Duck Cup Memorial Fund New Prague MN 01/2019 11/2019
  • 12/2019 → Present
    Edward Jones
    St. Louis, MO
  • 05/2017 → 12/2019
    Highquest Group
    Topsfield, MA
  • 07/2016 → 05/2017
    Waletich Transportation
    Kassota, MN
  • 01/2019 → 11/2019
    Duck Cup Memorial Fund
    New Prague, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-02
  • S66 Uniform Combined State Law Examination
    2020-03-02
Other Names
  • Sheilina Leann Nohner
  • Sheilina Leann Sperry

View on SEC IAPD

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Nearby Investors

SHANNON JAMES BRUSSEAU
Nathan James Brusseau
Ted Jacob Hefty

Nearby Offices

OSAIC WEALTH, INC. · NEW PRAGUE, MN
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC · NEW PRAGUE, MN
EDWARD JONES · NEW PRAGUE, MN

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