Tracy Lyn Shackelford
Investment adviser representative at Tenzing Financial LLC
15 yearsExperience
2 statesRegistered in
$231.1MFirm assets
1 yearFirm in business
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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
Experience
15 years in the industry.
- Tenzing Financial, LLCJul 2025 to now
- Bleakley Financial Group, LLCJun 2022 to Jun 2025
- LPL Financial LLCDec 2020 to Jun 2024
- Private Advisor Group, LLCDec 2020 to Jul 2022
- Northwestern Mutual Investment CompanyJan 2011 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Tenzing Financial LLC
$231.1MAssets managed
165Clients
3Advisers
1 yearIn 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
- 5561043
- Firm CRD
- 335259