Pamela S. Scheppele

DWP INVESTMENT MANAGEMENT

Caribou, ME

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CRD#: 5409028

Professional summary

Pamela S Scheppele, CFP®, who also goes by Pamela Sue Page, Pamela Scheppele, is a registered financial advisor currently at DWP INVESTMENT MANAGEMENT, LLC located in Caribou, Maine.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Pamela has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pamela Sue Page | Pamela Scheppele

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.

1) Maine School of Science and Mathematics Foundation - Board member - 95 High Street, Limestone, Maine 04750 - Non-investment related - Educational non-profit - Finance and Grant-making subcommittees - Start date: 08/2021 - Approximately 4 hours/month 2) Women in Insurance and Financial Services (WIFS) - Member - 136 Everett Road. Albany, NY 12205 - Non-investment related - Professional association - Start date: 08/2021 - Approximately 2 hours/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela S Scheppele's 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: 2021

Experience

Current

February 4, 2022 - Present

DWP INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 156684

Caribou, ME

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
(2/4/2022)

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

Current Firm

DWP INVESTMENT MANAGEMENT, LLC

CRD#: 156684 / SEC#:

Texas

Registered Investment Advisory firm - (3/21/2011 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 270-8230

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	333
AUM (Assets Under Management)	$ 54,069,049

Red Flags

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

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Pamela S. Scheppele

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela S Scheppele's CRS (Customer Relationship Summary).

Certified licenses

Experience

DWP INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

DWP INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DWP INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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