Dana Shankle has been an investment adviser representative at Envision Financial Planning since August 2026, and is not listed among the firm’s executive officers or direct owners.
Envision Financial Planning, LLC is a Memphis, TN firm with $462M under management, 276 clients and 4 advisers in one office, as of its March 2026 filing.
- – present · under a yearMemphis, TN · Adviser representative · Firm CRD 321790
Investment adviser representative registrations
Dana Shankle is registered as an investment adviser representative in Tennessee, since August 2026.
- TennesseeSince 31 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dana Michelle Shankle
- CRD
- 8275952
- Firm
- Envision Financial Planning · CRD 321790
- Office
- 5100 POPLAR AVENUE,, SUITE 2428, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Dana Shankle work?
Dana Shankle is an investment adviser representative registered through Envision Financial Planning, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dana Shankle a financial advisor?
Yes. Dana Shankle has a current investment-adviser registration in Tennessee, through Envision Financial Planning since August 2026.
How many years of experience does Dana Shankle have?
Dana Shankle has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Dana Shankle passed?
Dana Shankle passed the Series 65 in August 2026.
Where is Dana Shankle based?
Dana Shankle’s registered office is in Memphis, TN.
Is Dana Shankle registered with FINRA?
No. Dana Shankle has no current broker registration.
How can I verify Dana Shankle’s record?
Search CRD 8275952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dana Shankle’s full registration record.