Russell Wealth Advisors
41yrs
Top advisor by experience in Boone
13yrs
Shellie Grabau
Financial advisor at Edward Jones
Shellie Grabau is a fiduciary financial advisor in Boone, Iowa, with 13 years in the industry. Shellie joined Edward Jones in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Shellie holds the CFP® designation.
One of 11 advisors with offices in Boone, and one of 10 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 60% of advisors at Edward Jones
OfficeThe Livery Building 806 7th Street, Boone, IA 50036
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowEdward JonesCurrent firm
Questions to ask Shellie
Tailored to Shellie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Shellie
How do I contact Shellie?
Call Edward Jones at 314-515-2000 and ask for Shellie Grabau. Shellie works from the Boone, IA office.
How long has Shellie been a financial advisor?
Shellie has been in the industry since 2013, about 13 years. More experience than 60% of advisors at Edward Jones.
What licenses does Shellie hold?
Series 66. Tap any license on this page to see what it allows.
Is Shellie a fiduciary?
Shellie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shellie paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Shellie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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