Shelly A. Wiemann,  CFP<sup>&reg;</sup> - Financial Advisor

Shelly A. Wiemann, CFP®

Financial Advisor

Edward Jones

555 Oppenheimer Dr, Ste 206
Los Alamos, NM 87544-2384
FINANCIAL ADVISOR'S WEBSITE
(505) 661-9754 CONNECT WITH Shelly
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General

Shelly Wiemann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edward Jones in Los Alamos, NM and the surrounding communities.

Financial Advisor Overview

I have a growing practice, primarily serving current and retired scientists and highly-compensated professionals with ties to Los Alamos National Laboratory.  I have strong relationships with local CPAs and estate attorneys, enabling me to pull together a qualified team to ensure my clients reach their most important financial goals.  I place a strong emphasis on risk management and protection solutions, in addition to investment management services.

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Financial Advisor Experience

I have 6 years of experience in financial services, and have been in my current role as a financial advisor since January 2015.  I assumed responsibility of the Los Alamos Edward Jones office in May 2015.  In April 2019, I became a CERTIFIED FINANCIAL PLANNER.  I graduated from the University of Minnesota, summa cum laude, with masters and bachelor of arts degrees in Psychology.  I was born and raised in Grand Forks, North Dakota.  I relocated to New Mexico in 2011. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - California Insurance License OC24309

Insurance Licenses

  • Life insurance: NM, CO, TX, CA, ID, WA, NC, GA
  • Fixed annuities: NM, CO, TX, CA, ID, WA, NC, GA
  • Variable annuities: NM, CO, TX, CA, ID, WA, NC, GA

Broker-Dealer Affiliation

Edward Jones

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Women's Finances

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