Ann Judith Shubert
Investment adviser representative at Equita Financial Network, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$391MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Equita Financial Network, Inc.Jun 2024 to now
- Equila Financial, LLCMay 2024 to now
- Intentional Insurance, LLCFeb 2018 to Jul 2024
- Intentional Finance, LLCMay 2017 to Jul 2024
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2015 to May 2017
- Waddell & Reed, IncNov 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NM).
Equita Financial Network, Inc.
$391MAssets managed
434Clients
16Advisers
5 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
- 6413618
- Firm CRD
- 277031