SB
Shane A. Bilski
MAGNOLIA WEALTH
SPRING, TX 77379
CRD#: 8071330
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SB
Shane Alan BilskiMAGNOLIA WEALTH
Professional summary
Shane Alan Bilski is a registered financial advisor currently at MAGNOLIA WEALTH located in Spring, Texas.
Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Shane has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Shane Alan Bilski'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®
NoneExperience
Current
February 17, 2026 - Present
MAGNOLIA WEALTH
Office #1: 8900 Eastloch Dr., Bldg 105, Spring, TX 77379RIA
CRD#: 330124
SPRING, TX
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
Texas(2/17/2026)
Current Firm
MW
MAGNOLIA WEALTH
HUBER WEALTH MANAGEMENT, LLC | MAGNOLIA WEALTH ADVISORS LLC | MAGNOLIA WEALTH ADVISORS | MAGNOLIA WEALTH
CRD#: 330124 / SEC#:
Texas
Registered Investment Advisory firm - (5/9/2024 Approved)Loading...
Contact information
Main Address
8900 Eastloch Dr., Bldg 105, Spring, TX 77379
Mailing Address
Phone number
(281) 576-9531
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 520 |
| AUM (Assets Under Management) | $ 98,030,000 |
Red Flags
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Company Information
MAGNOLIA WEALTH
CRD#: 330124Spring, TX 77379TRUST BUT VERIFY
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