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Shelley Marie Murasko

Shelley M. Murasko

WEALTHRISE FINANCIAL PLANNING
Carlsbad, CA 92008
Some features on this profile are disabled
CRD#: 6370966
Shelley Marie Murasko

Professional summary

Shelley Marie Murasko, CFP®, who also goes by Shelley Marie Nolan, is a registered financial advisor currently at WEALTHRISE FINANCIAL PLANNING, LLC located in Carlsbad, California.

Shelley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Shelley has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shelley Marie Nolan

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.
MTM Properties, real estate rental/property owner. Investment related, 1% of time spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelley Marie Murasko'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

June 8, 2016 - Present

WEALTHRISE FINANCIAL PLANNING, LLC

Office #1: 5938 Priestly Dr., Suite 103, Carlsbad, CA 92008
RIA
CRD#: 283764
Carlsbad, CA
Past

October 8, 2014 - June 6, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
CARLSBAD, CA
Past

September 16, 2014 - June 6, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
CARLSBAD, CA

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
(6/8/2016)
IAR
Texas
(2/20/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2014
General Securities Representative Examination

Current Firm

WF
WEALTHRISE FINANCIAL PLANNING, LLC
WEALTHRISE FINANCIAL PLANNING, LLC | WEALTHSPRING FINANCIAL PLANNERS, LLC

CRD#: 283764 / SEC#: 801-134557

California
Registered Investment Advisory firm - (6/8/2016 Approved)
Texas
Registered Investment Advisory firm - (2/20/2020 Conditional Restricted)
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Contact information

Main Address
5938 Priestly Dr., Suite 103, Carlsbad, CA 92008
Mailing Address
Phone number
(760) 508-0368
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (10/3/2025)

Regulatory assets under management

Total Number of Accounts338
AUM (Assets Under Management)$ 124,217,596

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.

Company Information

WEALTHRISE FINANCIAL PLANNING, LLC

CRD#: 283764Carlsbad, CA 92008

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