Shannon MauchCRD Number: 6814895
Current Firm: Trutina Financial
Shannon Mauch (CRD# 6814895) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 2 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Trutina Financial||Bellevue, WA||Mar 2017 - Current||6|
|Northwest University||Kirkland, WA||Jun 2015 - Mar 2017||1|
|Urban Coffee Lounge||Kirkland, WA||Nov 2013 - Jun 2015||1|
|Unemployed||Kirkland, WA||Jun 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2020|
Total Assets Under Management942MILLIONS
Total Number of Accounts1,119ACCOUNTS
Average Account Value$841,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, IA, OR, TX, WA
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