Shelly A. Wiemann/Courtesy photo
Shelly A. Wiemann, CFP® of Los Alamos has announced the launch of her private wealth management practice, Wiemann Wealth Strategies, LLC. The practice is operated out of Los Alamos, specializing in the unique needs of individuals, non-profits and small-business owners in Los Alamos/White Rock and Northern New Mexico communities.
Wiemann Wealth Strategies has aligned with independent Broker/Dealer Raymond James Financial Services. Raymond James Financial Services is a dually registered Broker Dealer and RIA and provides security custody and clearing services.
Wiemann was previously the financial advisor at the Edward Jones office in Los Alamos. In addition to her being a Certified Financial Planner™, she is also a registered financial advisor, with Series 7, 63, 65, and Life, Health, Disability and Long-Term Care Insurance licenses.
“I am thrilled to turn the page on an exciting new chapter to serve my clients and my community. I feel we are different in that we provide not only investment management and protection solutions, but also stand-alone financial planning services. I encourage anyone who is interested in learning how we can partner together to reach their most important financial goals, to please contact us”, said Wiemann.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Wiemann Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.