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Shane Alan Bilski

Magnolia Wealth

Spring, TX

CRD 8071330

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Employer firm

Magnolia Wealth CRD 330124

$102M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Magnolia Wealth

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

8900 Eastloch Dr., Bldg 105, Spring, TX 77379 • 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
Magnolia Wealth Spring TX 01/2025 Present
Four Season Development Houston TX 07/2023 11/2024
First National Bank Of Bellville Bellville TX 02/2020 05/2023
Sam Houston State University Huntsville TX 07/2015 12/2019
  • 01/2025 → Present
    Magnolia Wealth
    Spring, TX
  • 07/2023 → 11/2024
    Four Season Development
    Houston, TX
  • 02/2020 → 05/2023
    First National Bank Of Bellville
    Bellville, TX
  • 07/2015 → 12/2019
    Sam Houston State University
    Huntsville, TX
Other Businesses

1) INSURANCE AGENT - 02/2025 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-02-17

View on SEC IAPD

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