Amanda Shine has been Chief Compliance Officer, Partner, COO of Keudell Morrison Wealth Management since January 2022, is a control person of the firm and directly owns between 5% and 10% of it.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Amanda Shine’s longest registration is the current one, 8 years at Keudell Morrison Wealth Management since 2018. Before joining Keudell Morrison Wealth Management in 2018, Amanda Shine was registered through Wells Fargo Advisors Financial Network, LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Wells Fargo Advisors Financial Network, LLC– · 4 yearsSalem, OR · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Amanda Shine is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from April 2018; the most recent is Louisiana, in May 2018.
- CaliforniaSince 9 April 2018
- LouisianaSince 29 May 2018
- OregonSince 8 May 2018
- TexasResidentSince 6 April 2018
- WashingtonSince 8 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 June 2013 |
| Series 7 | General Securities Representative Examination | 9 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amanda Marie Shine
- CRD
- 5978342
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Chief Compliance Officer, Partner, COO
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Shine work?
Amanda Shine has been Chief Compliance Officer, Partner, COO of Keudell Morrison Wealth Management, LLC since January 2022, and is a control person of the firm.
Is Amanda Shine a financial advisor?
Yes. Amanda Shine has a current investment-adviser registration in California, Louisiana, Oregon, Texas and Washington, through Keudell Morrison Wealth Management since April 2018.
How many years of experience does Amanda Shine have?
Amanda Shine has 13 years in the financial industry, since April 2013, across 2 adviser firms.
What exams has Amanda Shine passed?
Amanda Shine has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Amanda Shine with the SIE, which began in October 2018.
Where is Amanda Shine based?
Amanda Shine’s registered office is in Salem, OR.
Is Amanda Shine registered with FINRA?
No. Amanda Shine has no current broker registration.
How can I verify Amanda Shine’s record?
Search CRD 5978342 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Shine’s full registration record.
