Shaylee M. Edgington
Professional summary
Shaylee Michaelis Edgington, who also goes by Shaylee Edgington, Shaylee Marie Michaelis, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Idaho Falls, Idaho.
Shaylee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Shaylee has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shaylee Michaelis Edgington's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2024 - Present
NORTHWEST ASSET MANAGEMENT
May 10, 2022 - October 17, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2024)
(3/5/2024)
Exams
Series 6TO
Date: 5/10/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
Red Flags
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