Ann
Shubert

Intentional Finance, LLC

CRD#6413618
Investment Advisor
in Albuquerque, NM

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About this Advisor

Ann Shubert is a certified financial planner based out of Albuquerque, New Mexico with 6 years of industry experience. Shubert is on the advisory team at Intentional Finance, LLC. Their career trajectory has included 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. Shubert has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Mexico. Intentional Finance, LLC is an advisory firm operating in Albuquerque, New Mexico.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Office Location

7770 Jefferson St Ne, Suite 430
Albuquerque, NM 87109

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Ann Shubert Work History

Ann has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Intentional Finance, LLC

2010 - Present (14 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

*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 Ann Shubert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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