Shelby
Masen

Spc

CRD#7055654
Investment Advisor
in Clinton Township, MI

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About this Advisor

Shelby Masen is a financial advisor based in Clinton Township, Michigan with a total of 1 year of industry experience. Masen is on the advisory team at Spc. Throughout their career, Masen has worked at Masen Paich Wealth Management, Olympia Entertainment, Aerotek Inc, Bay Harbor Yacht Club and Michigan State University. Masen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Spc is an advisory business operating out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 advisors. It manages $6 billion in assets under management between its 34,594 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 34,594 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on which services the firm provides the client. However, fees billed by Spc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

38800 Garfield Rd Suite 110
Clinton Township, MI 48038

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Shelby Masen Work History

Shelby has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Masen Paich Wealth Management

2016 - 2018 (2 years)

Olympia Entertainment

2014 - 2016 (2 years)

Aerotek Inc

2013 - 2019 (6 years)

Bay Harbor Yacht Club

2010 - 2014 (4 years)

Michigan State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shelby Masen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Steven Abbey
Dallas, TX
Michael Barrella
Melbourne, FL
Richard Colleoni
Mansfield, TX
Justin Mccolaugh
Cincinnati, OH
Kevin Howard
Novi, MI
Matthew Glickenhaus
Saint Petersburg, FL
Karen Meacham
Victoria, TX
Kirk Sempsrott
East Lansing, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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