Shelby Stilwell
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Waynesburg, PA 15370
Credentials
Series 63, Series 65
Industry experience
8 years
About
Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2021, Shelby worked at Cory Grandel and Waddell & Reed, Inc., among other roles in the insurance and financial sectors. Outside of advisory work, Shelby has experience as a financial analyst under a DBA associated with LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery options.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
103 E High St
Waynesburg, PA 15370
Most active in
Shelby S has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania
Work history
LPL Financial
2021 - Present (5 years)
Cory Grandel
2018 - 2021 (3 years)
Various Insurance Carriers For W&R Insurance Agency
2017 - 2021 (4 years)
Waddell & Reed, Inc
2017 - 2021 (4 years)
Advocare Independent Distributor
2017 - 2018 (1 year)
Waddell & Reed, Inc
2014 - 2017 (3 years)
County of Greene
2011 - 2017 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Jeffrey W
Series 66
Waynesburg, PA
Milinovich & Co., Inc.
Jeffrey Widdup is a financial advisor with Milinovich & Co., Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Milinovich & Co., Inc. since 2010 and also serves as Vice-President and Assistant Treasurer/Loan Officer at First Federal Savings & Loan of Greene County. Additionally, he is an adjunct faculty member at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.
Joshuah D
Series 65
Waynesburg, PA
Milinovich & Co., Inc.
Joshuah Dains is a financial advisor at Milinovich & Co., Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Milinovich & Co. since 2020. Prior to this, he held positions at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.
Michael M
Series 65
Waynesburg, PA
Milinovich & Co., Inc.
Michael Milinovich is a financial advisor with Milinovich & Co., Inc. in Waynesburg, PA, holding a Series 65 credential and 11 years of industry experience. He has been with Milinovich & Co., Inc. since 2015. Outside of his advisory role, he serves as a finance committee member for the Community Foundation of Greene County and volunteers on the Parents Advisory Council for Blueprints, a community action organization. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.
Molly G
Series 65
Waynesburg, PA
LPL Financial
Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and held roles in education and model management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Thomas F
ChFC®, Series 63, Series 66
Waynesburg, PA
Edward Jones
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