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SHELLCREST FINANCIAL LLC
CRD 340316
8383 GREENWAY BOULEVARD, SUITE 600, MIDDLETON, WI, 53562, United States
Phone
715-208-0934
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Official SEC filing: View on IAPD