Investment Representatives

Shelly DeJean

Financial Advisor

(651) 312-9912 | (877) 267-0255 ext. 9912

advisors@affinityplus.org

Locations Covered

Bemidji

Investing is a journey - much like a travel plan with an itinerary. ‘How do I financially get from Point A to Point B?’ Each member's travel is different requiring an individualized plan and vehicle. My role as a Registered Representative is to help you reach your final destination by listening carefully, analyzing options, and putting together a sound plan.

Experience

Business experience

2012-Present Registered Representative, Affinity Plus Investment Center
2011-Present Member Advisor, Affinity Plus Federal Credit Union
1994-1998 Owned and operated a Jackson-Hewitt Tax Service franchise

Qualifications

  • FINRA registered to sell securities
  • Chartered Retirement Plan Counselor
  • Life and Health Insurance licensed
  • Retirement Income Certified Planner
  •    

 

Manage your account

Check the background of this investment professional on FINRA's BrokerCheck.

BrokerCheck Access CUNA Brokerage Account

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Not NCUA/NSUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-147181.1-0416-0518

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