Curtis L. Sheldon
C.L. SHELDON & COMPANY
Fairfax Station, VA
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CRD#: 5831786
Professional summary
Curtis Lee Sheldon, AIF®, CFP®, who also goes by Curt Sheldon, is a registered financial advisor currently at C.L. SHELDON & COMPANY, LLC located in Fairfax Station, Virginia.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Curtis has worked at 1 firm and has passed the Series 65 exam.
Biography
Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC. Curt provides comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers. As a CFP® Practitioner Curt has met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS. The AIF Designation certifies Curt has specialized knowledge of fiduciary standards of care and their application to the investment management process. Prior to becoming a financial planner Curt served in the United States Air Force for 27 years as a Fighter Pilot. He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science degree in Management/Finance from the United States Air Force Academy. Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy. He has been quoted in the Wall Street Journal, The Huffington Post and published in Military Of
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Insurance Planning
Tax Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Insurance Related Issues
Middle Income Client Needs
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Curt Sheldon
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.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Lee Sheldon'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®
Start date: 2014
Experience
Current
January 11, 2011 - Present
C.L. SHELDON & COMPANY, LLC
RIA
CRD#: 152582
Fairfax Station, VA
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
Colorado(8/2/2023)
IAR
Florida(11/16/2021)
IAR
Texas(6/25/2013)
IAR
Virginia(1/11/2011)
Current Firm
C.L. SHELDON & COMPANY, LLC
C.L. SHELDON & COMPANY, LLC
CRD#: 152582 / SEC#:
Colorado
Registered Investment Advisory firm - (8/2/2023 Approved)Florida
Registered Investment Advisory firm - (11/16/2021 Approved)Rhode Island
Registered Investment Advisory firm - (3/11/2024 Approved)Texas
Registered Investment Advisory firm - (5/30/2022 Approved)Virginia
Registered Investment Advisory firm - (1/11/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fairfax Station, VA
Mailing Address
1800 Diagonal Road Suite 600, Alexandria, VA 22314
Phone number
(703) 542-4000
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 78,025,186 |
Red Flags
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