Shelley Murasko has been Managing Member/Chief Compliance Officer of Wealthrise Financial Planning since March 2016, is a control person of the firm and directly owns 75% or more of it.
Wealthrise Financial Planning, LLC is a Carlsbad, CA firm with $136M under management, 98 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Shelley Murasko is Principal of Wealthrise Financial Planning and its founder. She moved from engineering to financial advising, joining the investment company Bahr Investment Group in 2013 after earning her financial planning credential. In 2016, she launched Wealthrise.
Shelley Murasko’s longest registration is the current one, 10 years at Wealthrise Financial Planning since 2016. Before joining Wealthrise Financial Planning in 2016, Shelley Murasko was registered through LPL Financial LLC.
- – present · 10 yearsCarlsbad, CA · Adviser representative · Firm CRD 283764
- LPL Financial LLC– · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Wealthrise Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Shelley Murasko is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2016; the most recent is Texas, in February 2020.
- CaliforniaSince 8 June 2016
- TexasResidentSince 20 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 October 2014 |
| Series 7 | General Securities Representative Examination | 16 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Shelley Marie Murasko
- CRD
- 6370966
- Firm
- Wealthrise Financial Planning · CRD 283764
- Role
- Managing Member/Chief Compliance Officer
- Office
- 5938 Priestly Dr., Suite 103, Carlsbad, CA 92008
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthrisefp.com
Where does Shelley Murasko work?
Shelley Murasko has been Managing Member/Chief Compliance Officer of Wealthrise Financial Planning, LLC since March 2016, and is a control person of the firm.
Is Shelley Murasko a financial advisor?
Yes. Shelley Murasko has a current investment-adviser registration in California and Texas, through Wealthrise Financial Planning since June 2016.
How many years of experience does Shelley Murasko have?
Shelley Murasko has 12 years in the financial industry, since October 2014, across 2 adviser firms.
What exams has Shelley Murasko passed?
Shelley Murasko has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Shelley Murasko with the SIE, which began in October 2018.
Where did Shelley Murasko work before Wealthrise Financial Planning?
Before Wealthrise Financial Planning, Shelley Murasko was registered through LPL Financial LLC, October 2014 to June 2016.
Where is Shelley Murasko based?
Shelley Murasko’s registered office is in Carlsbad, CA.
Is Shelley Murasko registered with FINRA?
No. Shelley Murasko has no current broker registration.
Is Shelley Murasko a CFP?
Wealthrise Financial Planning lists Shelley Murasko with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Shelley Murasko’s record?
Search CRD 6370966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shelley Murasko’s full registration record.