Kendra
Shelland
Pma Asset Management, LLC
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About this Advisor
Kendra Shelland is a financial advisor based in Minneapolis, Minnesota, working with Pma Asset Management, LLC. Kendra has previously held positions at Pma Securities, LLC, Pma Financial Network, LLC, Pma Asset Management, LLC, Bofa Securities, Inc, and Merrill Lynch, Pierce, Fenner & Smith Inc. Kendra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Minnesota. Currently, Kendra is part of Pma Asset Management, LLC, which operates out of Minneapolis, Minnesota. The firm has 9 offices and 73 employees. The firm manages assets totaling $27.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pma Asset Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Pma Asset Management, LLC Brokerage Details
$26,993,711,221
73
499
$54,095,614
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kendra Shelland Work History
Pma Securities, LLC
Pma Financial Network, LLC
Pma Asset Management, LLC
Bofa Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Kendra Shelland 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 Pma Asset Management, LLC
Naperville, IL
Naperville, IL
Naperville, IL
Minneapolis, MN
Naperville, IL
Naperville, IL
Naperville, IL
Minneapolis, MN
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