Ann
Shubert

Intentional Finance, LLC

CRD#6413618
Investment Advisor
in Albuquerque, NM

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About this Advisor

Ann Shubert is an advisor whose office is in Albuquerque, New Mexico. Currently a registered investment advisor with Intentional Finance, LLC, they have gathered 12 years of work experience. Shubert maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Shubert is registered to work with clients based out of New Mexico. During their career, Shubert has held roles at Applied Technology Associates, Equila Vaulting, Ball Aerospace, American Vaulting Association Region Iv, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Intentional Finance, LLC. Intentional Finance, LLC is based out of Albuquerque, New Mexico. As a registered investment advisory firm, Intentional Finance, LLC manages $31 million in assets throughout 280 client accounts and retains two staff members. The firm's total assets under management places it among the smaller investment advisory firms in the nation. The firm manages 13 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Intentional Finance, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7770 Jefferson St Ne, Suite 430
Albuquerque, NM 87109

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Intentional Finance, LLC Brokerage Details

Total Assets Under Management

$30,631,624

NM Average: $3,612,835,751
Total Number of Employees

2

NM Average: 18
Total Number of Accounts

280

NM Average: 517
Average Account Size

$109,399

NM Average: $6,988,077

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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

Ann Shubert Work History

Ann has 12 years of experience.

2017 - Present (4 years)

Intentional Finance, LLC

2010 - Present (11 years)

Equila Vaulting

2015 - 2017 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2016 (2 years)

American Vaulting Association Region Iv

2014 - 2017 (3 years)

Waddell & Reed, Inc

2013 - 2014 (1 year)

Ball Aerospace

2008 - 2013 (5 years)

Applied Technology Associates

Disclosures

Ann Shubert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Intentional Finance, LLC

Ann Shubert
Albuquerque, NM
Susan Kroger
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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