Kolton J. Sheldon
Professional summary
Kolton James Sheldon is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Overland Park, Kansas.
Kolton is registered as a RR (Registered Representative) and started their career in finance in 2018. Kolton has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kolton James Sheldon's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2018 - Present
CU INVESTMENT SOLUTIONS LLC
Office #1: 8500 W. 110th Street Suite 650, Overland Park, KS 66210State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/14/2018)
Exams
FINRA
Current Firm
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753 / SEC#: , 8-50400
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLOYA CORPORATE FCU | OWNER | |
| CATALYST FEDERAL CREDIT UNION | OWNER | |
| CORPORATE AMERICA CREDIT UNION | OWNER | |
| MILLENNIUM CORPORATE CREDIT UNION | OWNER | |
| TRICORP FEDERAL CREDIT UNION | OWNER | |
| VOLUNTEER CORPORATE CREDIT UNION | OWNER | |
| BECKER, JOSHUA DAMON | CHIEF OPERATING OFFICER | 5784666 |
| JACKSON, MATTHEW DAVID | CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 3251494 |
| THOMAS, BRADFORD LOWELL | CHIEF FINANCIAL OFFICER | 6180244 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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