Steven  Shelton,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Shelton, CFP®

Oquirrh Wealth Advisors

869 Baxter Drive
South Jordan, UT 84095
FINANCIAL ADVISOR'S WEBSITE
(801) 984-2711 CONNECT WITH Steven
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General

Steven Shelton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oquirrh Wealth Advisors in South Jordan, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor (APMA)

Insurance Licenses

  • Life insurance: Utah
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities: Utah
  • Variable annuities: Utah

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Irregular Income, Mutual Funds, Real Estate, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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