Joseph Shane Team
Investment adviser representative at Team Financial Strategies
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Blue Horse Financial Advisors, LLCJun 2015 to now
- Save Steady, LLCJan 2015 to now
- Deltamark AdvisorsJan 2012 to now
- Th2 Partners, LLCOct 2011 to now
- Team Financial StrategiesApr 2005 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Team Financial Strategies
Legal name: J. Team Financial, Inc.
$262MAssets managed
292Clients
9Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4820236
- Firm CRD
- 134104