Maria B. Shanley
Professional summary
Maria Beth Shanley, AIF®, who also goes by Maria S Koehler, Maria Koehler, Maria S Koehler, Maria Shanley, is a registered financial advisor currently at THE PLANNERS INC. located in Fort Collins, Colorado.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Maria has worked at 3 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maria Beth Shanley's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2023 - Present
THE PLANNERS INC.
Office #1: 315 W Oak Street Suite 702, Fort Collins, CO 80521August 2, 2013 - July 20, 2021
PALISADE INVESTMENTS, LLC
February 6, 2004 - October 30, 2008
JANUS HENDERSON DISTRIBUTORS US LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/25/2023)
Exams
Current Firm
THE PLANNERS INC.
CRD#: 326556 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 317 |
| AUM (Assets Under Management) | $ 27,443,464 |
Red Flags
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