Shelby Hoffman Saberon

Employer firm

Saber And Shield Wealth Management, L.l.c CRD 291176

$74.3M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 11/2016
  Mann Mortgage
  Kalispell, MT
• 01/2011 → Present
  Saber And Shield Wealth Management And Insurance S
  New Braunfels, TX
• 01/2001 → Present
  The Passion Travel Company
  New Braunfels, TX
• 11/2017 → Present
  Saber And Shield Wealth Management, L.L.C.
  New Braunfels, TX
• 11/2016 → 06/2017
  Evident Wealth
  Southfield, MI
• 11/2016 → 06/2017
  Retirement Wealth Advisors, Inc.
  Ogden, UT

Previous Registrations

• 2016-11-17 → 2017-06-30
  Evident Wealth
  South Ogden, UT
• 2015-01-28 → 2016-11-09
  Brookstone Wealth Advisors, Llc
  Ogden, UT
• 2014-10-22 → 2014-12-17
  Ele Advisory Services, Inc
  Southfield, MI
  Ogden, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-21

Other Names

• Shelby H Saberon