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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-12-2020
- Office Locations
- 1
Office Locations
About Shetland Financial, Pllc
Shetland Financial, PLLC is a boutique RIA serving retail clients, with an emphasis on business owners and entrepreneurs. The firm delivers financial and wealth planning, tax and estate planning coordination, insurance guidance, 529 planning, and business succession support alongside portfolio construction. Its investment approach centers on asset allocation and risk management, using ETFs and mutual funds across areas such as fixed income, real estate, and infrastructure, and works with SEI as a custodian/platform.
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Owner & Executives
Kevin Michael Dodgson
Advisor, Chief Executive Officer
- CRD
- #7247408
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,100,000 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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