Elizabeth M. Shabaker

VERSANT CAPITAL MANAGEMENT

Phoenix, AZ 85016-9260

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CRD#: 2925556

Professional summary

Elizabeth Mollie Shabaker, CFP®, who also goes by Elizabeth Mollie Knippen, Liz Shabaker, is a registered financial advisor currently at VERSANT CAPITAL MANAGEMENT, INC. located in Phoenix, Arizona.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Elizabeth has worked at 5 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Mollie Knippen | Liz Shabaker

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 Elizabeth Mollie Shabaker'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

August 19, 2010 - Present

VERSANT CAPITAL MANAGEMENT, INC.

Office #1: 2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260

RIA

CRD#: 131692

Phoenix, AZ

Past

February 21, 2008 - July 9, 2010

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

GREENWICH, CT

Past

January 23, 2004 - May 1, 2008

INLIGN WEALTH MANAGEMENT, LLC

RIA

CRD#: 120747

PHOENIX, AZ

Past

September 25, 2000 - November 9, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

April 26, 2000 - May 11, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

VERSANT CAPITAL MANAGEMENT, INC.

CRD#: 131692 / SEC#: 801-63192

RIA

Registered Investment Advisory firm - (5/21/2004 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

Arizona
(8/19/2010)

IAR

Texas
(3/30/2022)

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: 12/30/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 4/5/2000

General Securities Representative Examination

Current Firm

VERSANT CAPITAL MANAGEMENT, INC.

CRD#: 131692 / SEC#: 801-63192

RIA

Registered Investment Advisory firm - (5/21/2004 Approved)

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Contact information

Main Address

2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260

Mailing Address

Phone number

(602) 635-3760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,442
AUM (Assets Under Management)	$ 1,239,087,574

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2024	Cover Page	Report
10/24/2023	Cover Page	Report
11/15/2022	Cover Page	Report

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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Elizabeth M. Shabaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Mollie Shabaker's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERSANT CAPITAL MANAGEMENT, INC.

GFO ADVISORY SERVICES, LLC

INLIGN WEALTH MANAGEMENT, LLC

FSC SECURITIES CORPORATION

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

VERSANT CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2003

Series 7

Date: 4/5/2000

Current Firm

VERSANT CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERSANT CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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