Kristin Leigh Neerhof

Current Employers

Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2026-07-15

CA RA
APPROVED_RES

Since 2026-07-15

Branch Locations

5151 California Ave #100, Irvine, CA 92617 • United States

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • 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

Organization	City	State	From	To
Neerhof Settlement Planning	Irvine	CA	12/2015	Present
Shelter Wealth Strategies, Llc	Houston	TX	06/2026	Present

12/2015 → Present

Neerhof Settlement Planning

Irvine, CA
06/2026 → Present

Shelter Wealth Strategies, Llc

Houston, TX

Other Businesses

NEERHOF SETTLEMENT PLANNING / NOT INVESTMENT-RELATED / 5151 CALIFORNIA AVE. #100, CA 92617 / SETTLEMENT PLANNING / SETTLEMENT PLANNER / OWNER / DEC2015 / 200+ HRS/MONTH / 6.5 HRS DURING TRADING HRS / SETTLEMENT PLANNING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-05-13

S63 Uniform Securities Agent State Law Examination

2016-05-13

Other Names

Kristin L. Henjum
Kristin L Henjum

View on SEC IAPD