Shane Wolden, financial advisor Aliso Viejo CA

Shane Wolden

CRD Number: 6652457
Current Firm: Nfp Retirement Inc.

Shane Wolden (CRD# 6652457) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Retirement, Inc. Plymouth, MN Aug 2018 - Current 3
Nfp Retirement, Inc. Plymouth, MN Oct 2015 - Aug 2018 2
Luther Brookdale Honda Brooklyn, MN Oct 2014 - Oct 2015 1
Holiday Stantionstores Rogers, MN Mar 2014 - Aug 2014 < 1
Unemployed Maple Grove, MN Jul 2013 - Mar 2014 < 1
Maple Grove Lacrosse Association Maple Grove, MN May 2010 - Aug 2013 3
Euro American Hockey Maple Grove, MN Jun 2008 - Jul 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shane M. Wolden
Phone Number: 949-460-9898
Registered State(s):
  • CA
  • MN
By the Numbers
  • Total Assets Under Management
    69,251
    MILLIONS
  • Total Number of Accounts
    3,178
    ACCOUNTS
  • Average Account Value
    $21,790,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, KY, LA, MA, MD, MI, MN, NC, OH, OR, PA, PR, SC, TX, VA, WI, WY

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