Shirell Lefevre Mcnee

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Cardinal Rule
  Grand Rapids, Mi, MI
• 01/2007 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2007 → Present
  Spc
  Ann Arbor, MI

Other Businesses

1. Owner - Cardinal Rule LLC, a licensed insurance agency and an active DBA. Business includes the sale of various fixed and indexed life, health (LTC) and annuity products. 2. Investment Advisor Rep with SPC. 3. Serve as Trustee of the board for the Fraternal Order of Eagles Earie 4321 Auxiliary, Greenville, MI. Start date: 5/24/25 for a 1 year term. Approx. 5-6 hrs/mo, none during mkt hrs. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-23
• S63 Uniform Securities Agent State Law Examination
  1989-11-29

Other Names

• Shirell L Mcnee
• Shirell Diane Lefevre