SHELTON FINANCIAL GROUP, INC.
CRD #123318 SEC #801-70142 FORT WAYNE, IN 260-436-7006
SEC Registered Disclosures
Total AUM
$226.2M
Discretionary
$226.2M
Employees
13
Clients
11
Accounts
1,187
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 8, 2017
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| EASLEY, DANIEL, D | I | CHIEF OPERATING OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITE, JASON, E | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHELTON, JEFFREY, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
| SHELTON, JEFFREY, ALLAN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Nov 8, 2017 REGISTERED
Notice Filings (10)
CA FL IL IN LA NC OH PA TX VA
Address
7617 WEST JEFFERSON BOULEVARDFORT WAYNE, IN 46804
United States
Phone: 260-436-7006