SHELLCREST FINANCIAL LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 340316
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Shellcrest Financial LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as larger institutions. Their advisory activities also include pension consulting and the selection of other advisers, indicating a comprehensive approach to wealth management. Shellcrest Financial does not actively engage in ESG investing, which may appeal to clients with different investment philosophies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KONRAD ZAGZEBSKI
Wealth AdvisorCRD 6975037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleton, WI
DANE
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 8383 Greenway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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