Teresa E. Milner

17 CAPITAL PARTNERS

Phoenix, AZ 85018

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CRD#: 5599444

Professional summary

Teresa Elizabeth Milner, who also goes by Teresa Elizabeth Shanks, Teresa Elizabeth Shellberg, is a registered financial advisor currently at 17 CAPITAL PARTNERS, LLC located in Phoenix, Arizona.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Teresa has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Elizabeth Shanks | Teresa Elizabeth Shellberg

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 Teresa Elizabeth Milner'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

November 17, 2023 - Present

17 CAPITAL PARTNERS, LLC

Office #1: 4417 N. 40th Street Suite 300, Phoenix, AZ 85018

RIA

CRD#: 283013

Phoenix, AZ

Past

September 16, 2022 - December 6, 2023

PARALLEL ADVISORS, LLC

RIA

CRD#: 140800

SCOTTSDALE, AZ

Past

January 17, 2017 - August 6, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OMAHA, NE

Past

January 9, 2014 - January 27, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

OMAHA, NE

Past

May 20, 2013 - September 1, 2022

CWM, LLC

RIA

CRD#: 155344

Scottsdale, AZ

Past

May 9, 2013 - January 19, 2017

LPL FINANCIAL LLC

CRD#: 6413

OMAHA, NE

Past

May 25, 2012 - April 15, 2013

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

OMAHA, NE

Past

May 2, 2012 - April 15, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

OMAHA, NE

Past

February 15, 2011 - May 4, 2012

CETERA ADVISORS LLC

RIA

CRD#: 10299

OMAHA, NE

Past

February 15, 2011 - May 4, 2012

CETERA ADVISORS LLC

CRD#: 10299

OMAHA, NE

Past

March 10, 2010 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

OMAHA, NE

Past

April 7, 2009 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

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".

17 CAPITAL PARTNERS, LLC

17 CAPITAL PARTNERS, LLC | PEARL CAPITAL MANAGEMENT

CRD#: 283013 / SEC#: 801-120928

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Arizona

Registered Investment Advisory firm - (10/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/17/2023)

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 66

Date: 8/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2009

General Securities Representative Examination

Current Firm

17 CAPITAL PARTNERS, LLC

17 CAPITAL PARTNERS, LLC | PEARL CAPITAL MANAGEMENT

CRD#: 283013 / SEC#: 801-120928

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

Arizona

Registered Investment Advisory firm - (10/13/2021 Terminated)

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Contact information

Main Address

4417 N. 40th Street Suite 300, Phoenix, AZ 85018

Mailing Address

Phone number

(602) 718-1177

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

ADV PART 2A - PEARL CAPITAL MANAGEMENT (12/17/2025)

ADV PART 2A - 17 CAPITAL PARTNERS, LLC (12/17/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 212,155,760

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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Teresa E. Milner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Elizabeth Milner's CRS (Customer Relationship Summary).

Certified licenses

Experience

17 CAPITAL PARTNERS, LLC

PARALLEL ADVISORS, LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

CWM, LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

Primary Firm SEC Registration

17 CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2009

Current Firm

17 CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

17 CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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