Intentional Finance, LLC
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
Years of Experience
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Intentional Finance, LLC Brokerage Details
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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.
Intentional Finance, LLC
Various Insurance Carriers For W&R Insurance Agencies
American Vaulting Association Region Iv
Waddell & Reed, Inc
Applied Technology Associates
Ann Shubert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Intentional Finance, LLC