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Karl Shilhanek

Edward Jones

Friday Harbor, WA

CRD 7956397

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-09-17
  • WA RA
    APPROVED
    Since 2024-09-17

Branch Locations

849 Spring St Suite B-1, Friday Harbor, WA 98250 • 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
Edward Jones St Louis MO 07/2024 Present
Bellingham School District Bellingham WA 03/2024 06/2024
Urban Market Llc Bellingham WA 03/2023 01/2024
Grillbilly Ventures Llc Bellingham WA 05/2018 12/2022
Cauldron Broths Llc Bellingham WA 08/2017 05/2018
Wood Stone Corporation Bellingham WA 05/2013 07/2017
Unemployed Bellingham WA 12/2022 03/2023
Unemployed Bellingham WA 01/2024 03/2024
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 03/2024 → 06/2024
    Bellingham School District
    Bellingham, WA
  • 03/2023 → 01/2024
    Urban Market Llc
    Bellingham, WA
  • 05/2018 → 12/2022
    Grillbilly Ventures Llc
    Bellingham, WA
  • 08/2017 → 05/2018
    Cauldron Broths Llc
    Bellingham, WA
  • 05/2013 → 07/2017
    Wood Stone Corporation
    Bellingham, WA
  • 12/2022 → 03/2023
    Unemployed
    Bellingham, WA
  • 01/2024 → 03/2024
    Unemployed
    Bellingham, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • Karl T Shilhanek

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · BELLINGHAM, WA
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