Kelley Shull Tredwin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2021 → Present
  Altalune Wealth Advisors, Llc
  Albuquerque, NM
• 02/2013 → 10/2021
  Edward Jones
  Albuquerque, NM
• 10/2019 → 10/2020
  Nm Foundation For Dental Education And Research
  Albuquerque, NM
• 08/2017 → 04/2018
  Shepherd Center Of Kansas City
  Kansas City, MO
• 02/2017 → 08/2017
  Wj Cole
  Kansas City, MO
• 11/2021 → Present
  Lpl Financial, Llc
  Albuquerque, NM

Other Businesses

1) 3/2022 - DBA for LPL Business (entity for LPL business) - Altalune Wealth Advisors - Investment Related - Albuquerque, NM 87109

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Other Names

• Kelley Shull Tredwin
• Kelley Marie Shull
• Kelley Marie Tredwin
• Kelley Tredwin
• Kelley Marie Shull Tredwin