Shelly DeJean, Affinity Plus Investment Center

Shelly DeJean

Financial Advisor
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.

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Contact Shelly

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

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
  • National Security Advisor Certificate Holder

Investment Center Disclosures

Affinity Plus Investment Center professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3425775.1-0121-0223