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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- WA
-
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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