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Shelley Marie Murasko

Wealthrise Financial Planning, LLC

Carlsbad, CA

CRD 6370966

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Employer firm

Wealthrise Financial Planning, LLC CRD 283764

$136M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wealthrise Financial Planning, Llc

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-20
CA RA APPROVED 2016-06-08
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • CA RA
    APPROVED
    Since 2016-06-08

Branch Locations

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008 • 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
Wealthrise Financial Planning, Llc Carlsbad CA 03/2016 Present
Previous Registrations
Other Businesses

MTM Properties, real estate rental/property owner. Investment related, 1% of time spent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-01
  • S66 Uniform Combined State Law Examination
    2014-10-01
Designations
  • Certified Financial Planner
Other Names
  • Shelley Marie Nolan

View on SEC IAPD

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Nearby Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian

Nearby Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA

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