Teresa Elizabeth Milner

Current Employers

Employment History

• 04/2013 → 08/2022
  Carson Wealth Management Group
  Omaha, NE
• 08/2022 → 10/2023
  Parallel Advisors, Llc
  Scottsdale, AZ
• 10/2023 → Present
  17 Capital Partners, Llc (Dba Pearl Capital Management)
  Phoenix, AZ

Previous Registrations

• 2022-09-16 → 2023-12-06
  Parallel Advisors, Llc
  Scottsdale, AZ
  San Francisco, CA
• 2013-05-20 → 2022-09-01
  Cwm, Llc
  Omaha, NE
  Omaha, NE
  San Rafael, CA
  Scottsdale, AZ
  Scottsdale, AZ
• 2014-01-09 → 2016-01-27
  Lpl Financial Llc
  Omaha, NE
• 2012-05-25 → 2013-04-15
  Principal Securities, Inc.
  Elkhorn, NE
• 2011-02-15 → 2012-05-04
  Cetera Advisors Llc
  Omaha, NE
  Greenwood Village, CO
• 2010-03-10 → 2011-02-11
  Qa3 Financial Llc
  Omaha, NE

Other Businesses

Smarter Divorce Solutions. Not investment related. 5110 N 40th St Ste 109, Phoenix, AZ 85018. This can be done from home. Collaborative Divorce business. Position: CDFA (Certified Divorce Financial Analyst as a Divorce Consultant). Independent contractor, W-2 employee. Engagement will begin in Nov/Dec 2023. 10-20hrs/month. 5-10hrs/month during trading hours. CDFA Certified Divorce Financial Analyst: provide individuals, couples, LMHP, mediators, and attorneys with financial expertise during divorce. Planning and advice on the financial aspects pertaining to the divorce. The goal is to help devise settlement solutions that make financial sense for both parties. Role can be as a Financial Neutral - representing the best interests of both parties, or as a Financial Advocate, representing one party and helping/guiding them on making the financial decisions required through the divorce process. Board for Collaborative Professionals of Phoenix - Treasurer. This is a two year term that began in December of 2022. Not investment related. Mailing address 5110 N 40th Street, Phoenix, AZ 85018. 4-5 hours/month. This can be done from home. Maintains the bank account for this organization and pays its expenses. Attends monthly board meetings as well as monthly member meetings. Board meetings are during trading hours and last approximately one hour/once/month. Board for Maricopa County Association of Family Mediators (MCAFM) - Member at Large. This is a two year term that began in June of 2023. Not investment related. 2-4 hours/month. Can be done from home. Members are interested in and supportive of resolving family issues through mediation and other collaborative problem-solving processes. Attends board meetings and monthly members meetings. Gives input as to what's going on within the organization and its members and provide feedback for improvement, strengthen the organization, etc. Board meetings are during trading hours and last approximately one hour/once/month.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-31

Other Names

• Teresa Elizabeth Shellberg
• Teresa Elizabeth Shanks