Amanda M. Shine

KEUDELL MORRISON WEALTH MANAGEMENT

Salem, OR 97301

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CRD#: 5978342

Professional summary

Amanda Marie Shine is a registered financial advisor currently at KEUDELL MORRISON WEALTH MANAGEMENT, LLC located in Salem, Oregon.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Amanda has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Amanda Marie Shine'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

April 6, 2018 - Present

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Office #1: 235 Front St. Se Suite 300, Salem, OR 97301

RIA

CRD#: 292600

Salem, OR

Past

July 25, 2013 - April 20, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SALEM, OR

Past

April 10, 2013 - April 20, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SALEM, OR

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".

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 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

California
(4/9/2018)

IAR

Louisiana
(5/29/2018)

IAR

Oregon
(5/8/2018)

IAR

Texas
(4/6/2018)

IAR

Washington
(5/8/2018)

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: 6/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/9/2013

General Securities Representative Examination

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

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Contact information

Main Address

235 Front St. Se Suite 300, Salem, OR 97301

Mailing Address

Phone number

(971) 209-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/21/2025)

ADV PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,992
AUM (Assets Under Management)	$ 812,993,072

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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Amanda M. Shine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Marie Shine's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2013

SIE

Date: 4/20/2018

Series 7

Date: 4/9/2013

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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