Curtis Sheldon has been Managing Member / President / Chief Compliance Officer of C.L. Sheldon & Company since September 2009, is a control person of the firm and directly owns 75% or more of it. Curtis Sheldon holds an MBA in Individual Financial Planning from City University of Seattle and a Bachelor of Science in Management/Finance from United States Air Force Academy.
C.L. Sheldon & Company, LLC is a firm with $111M under management, 138 clients and 3 advisers across 5 offices, as of its June 2026 filing.
Curtis Sheldon is President and Lead Planner of C.L. Sheldon & Company, LLC. He provides comprehensive financial planning, including Military and Veterans Administration benefits integration, tax planning and preparation, college planning and retirement planning, and specializes in working with transitioning Senior Military Officers. Before becoming a financial planner he served for 27 years as a Fighter Pilot in the United States Air Force.
- C.L. Sheldon & Company, LLCCurrent– present · 15 yearsFairfax Station, VA · Adviser representative · Firm CRD 152582
Professional designations
Listed by C.L. Sheldon & Company
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Tax Planning Certified Professional (TPCP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Curtis Sheldon is registered as an investment adviser representative in 3 states. The first approvals date from January 2011; the most recent is Florida, in November 2021.
- FloridaSince 16 November 2021
- TexasSince 25 June 2013
- VirginiaSince 11 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Curtis Lee Sheldon
- CRD
- 5831786
- Firm
- C.L. Sheldon & Company · CRD 152582
- Role
- Managing Member / President / Chief Compliance Officer
- Office
- Fairfax Station, VA
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clsheldon.com
Where does Curtis Sheldon work?
Curtis Sheldon has been Managing Member / President / Chief Compliance Officer of C.L. Sheldon & Company, LLC since September 2009, and is a control person of the firm.
Is Curtis Sheldon a financial advisor?
Yes. Curtis Sheldon has a current investment-adviser registration in Florida, Texas and Virginia, through C.L. Sheldon & Company since January 2011.
How many years of experience does Curtis Sheldon have?
Curtis Sheldon has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has Curtis Sheldon passed?
Curtis Sheldon passed the Series 65 in December 2010.
Where is Curtis Sheldon based?
Curtis Sheldon’s registered office is in Fairfax Station, VA.
Is Curtis Sheldon registered with FINRA?
No. Curtis Sheldon has no current broker registration.
Is Curtis Sheldon a CFP?
C.L. Sheldon & Company lists Curtis Sheldon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Curtis Sheldon, CFP®, EA, TPCP®, AIF® biography, clsheldon.com
How can I verify Curtis Sheldon’s record?
Search CRD 5831786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Sheldon’s full registration record.