Albert F. Shelander

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CRD#: 2307963

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Albert Fendig Shelander, CFP®, who also goes by Albert F Jr Shelander, Albert Fendig Shelander Jr, Bb Shelander, was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 1993. Albert had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Albert F Jr Shelander | Albert Fendig Shelander Jr | Bb Shelander

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.

Mr. Shelander is dually-registered as an Investment Advisor Representative with Imprint Wealth LLC (Since 07/2022) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. (Since 11/2020). 90% of Mr. Shelander's time is spent in his capacity with Imprint Wealth and the balance in his separate capacity with PKS. 2) Real Estate Rental. Not Investment Related. Home Based. Real Estate Rental - Start: 06/04/2018 - 06 Hour(s) Per Month/0 Hour(s) During Trading. 3) St. Marks Tower. Not Investment Related. One Towers Plaza, Brunswick GA. Residence for independent low income seniors over 62 years of age. Board Member. Start 1/1/1997. 1-2 hours per month not during trading. Vote to approve regarding management decisions and financials as a member of the Board of Trustees.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

CRD#: 7691

ST. SIMONS, GA

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".

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/9/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/1993

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: 2/8/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/11/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/11/2008

General Securities Sales Supervisor - Options Module Examination

Current Firm

IMPRINT WEALTH LLC

CRD#: 322130 / SEC#: 801-126084

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

375 N Shelmore Blvd. Suite 2b, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 834-4853

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IMPRINT FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 107,185,956

Red Flags

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Firm Stability Insights

Albert F. Shelander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

EUDAIMONIA PARTNERS, LLC

COMPASS SECURITIES CORPORATION

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

IMPRINT WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/1994

Series 63

Date: 2/10/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/8/1993

Series 10

Date: 2/11/2008

Series 9

Date: 2/11/2008

Current Firm

IMPRINT WEALTH LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPRINT WEALTH LLC

TRUST BUT VERIFY

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