Amanda Marie Shine
Investment adviser representative at Keudell Morrison Wealth Management, LLC
13 yearsExperience
5 statesRegistered in
$921.5MFirm assets
8 yearsFirm 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
13 years in the industry.
- Keudell Morrison Wealth Management, LLCJan 2024 to now
- Keudell Morrison Wealth Management, LLCApr 2018 to Dec 2023
- Wells Fargo Advisors Financial Network, LLCApr 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (CA, LA, OR, TX, WA).
Keudell Morrison Wealth Management, LLC
$921.5MAssets managed
816Clients
8Advisers
8 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
- 5978342
- Firm CRD
- 292600