Brian K. Shelton

SHELTON WEALTH MANAGEMENT

Fort Worth, TX 76102

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CRD#: 1675310

Professional summary

Brian Keith Shelton, who also goes by Keith Shelton, is a registered financial advisor currently at SHELTON WEALTH MANAGEMENT, LLC located in Fort Worth, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Brian has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith Shelton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Shelton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2021 - Present

SHELTON WEALTH MANAGEMENT, LLC

Office #1: 100 Throckmorton Street Suite 300, Fort Worth, TX 76102

RIA

CRD#: 312686

Fort Worth, TX

Past

January 3, 2011 - May 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT WORTH, TX

Past

January 3, 2011 - May 13, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT WORTH, TX

Past

December 13, 2000 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

FORT WORTH, TX

Past

December 13, 2000 - December 31, 2003

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

December 13, 2000 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

FORT WORTH, TX

Past

September 21, 1999 - May 7, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

January 30, 1997 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

January 3, 1996 - April 8, 1997

FIMI SECURITIES, INC.

CRD#: 37140

HOUSTON, TX

Past

February 15, 1994 - January 23, 1996

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

July 8, 1987 - August 4, 1993

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHELTON WEALTH MANAGEMENT, LLC

CRD#: 312686 / SEC#: 801-120423

RIA

Registered Investment Advisory firm - (3/3/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHELTON WEALTH MANAGEMENT, LLC

CRD#: 312686 / SEC#: 801-120423

RIA

Registered Investment Advisory firm - (3/3/2021 Approved)

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Contact information

Main Address

100 Throckmorton Street Suite 300, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 415-2877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHELTON FORM ADV PART 2A (11/7/2025)

SHELTON FORM ADV PART 2A WRAP BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	467
AUM (Assets Under Management)	$ 323,198,503

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian K. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Keith Shelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

WELLS FARGO BROKERAGE SERVICES, L.L.C.

FIMI SECURITIES, INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

SHELTON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/1999

Series 63

Date: 6/15/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/19/1988

Series 6

Date: 7/6/1987

Current Firm

SHELTON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHELTON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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