Financial advisor
Shelley Funke Frommeyer
At Carson · Covington, KY
Registered as MICHELLE ANN FROMMEYER · Michelle Ann Frommeyer · Shelley Frommeyer
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| FFR Wealth Team | FFR Wealth Team | Carson | Acquisition | July 7, 2026 | $201M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | Broker-dealer | August 23, 2018 | August 22, 2023 |
| CWM, LLC | Investment adviser | August 23, 2018 | Current |
| WADDELL & REED | Investment adviser | June 13, 2005 | August 29, 2018 |
| WADDELL & REED | Broker-dealer | May 18, 2005 | August 29, 2018 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.