# Conklin Shure Financial

> Conklin Shure Financial is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 316605
- Filed as: CONKLIN SHURE FINANCIAL
- Legal name: Conklin Shure Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316605
- AdvisorCensus page: https://advisorcensus.com/firm/conklin-shure-financial-316605

## Quick answers

**How is Conklin Shure Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Conklin Shure Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Conklin Shure Financial registered with the SEC or a state?**
Conklin Shure Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316605.

**Does Conklin Shure Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316605

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/joetalksmoney.bsky.social
- conklinshure.com
- conklinshure.finance
- conklinshure.financial
- conklinshurefi.com
- conklinshurefinancial.com
- financeforacademia.com
- financeforacademicworkers.com
- financeforhighered.com
- financeforprofessors.com
- financefortechworkers.com
- joetalksmoney.com
- joetalksmoney.medium.com
- joetalksmoney.substack.com
- joetalkstaxes.com
- makemoneymeaningful.today
- makemoneymeaningfully.com
- yearendtaxmoves.com
- Facebook @joeconklinshure
- Instagram @conklinshure
- Instagram @conklinshurefi
- Instagram @conklinshurefinancial
- Instagram @joeshure
- Instagram @joetalksmoney
- LinkedIn @conklin-shure-financial
- LinkedIn @joeconklinshure
- LinkedIn @josephshure
- TikTok @joetalksmoney
- X @joetalksmoney_
- YouTube @JoeTalksMoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conklin Shure Financial (CRD 316605): Form ADV filing data as of October 2026.