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Latest transactions

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

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.