Shalane BohleCRD Number: 5299163
Current Firm: U.s. Bancorp Investments, Inc.
Shalane Bohle (CRD# 5299163) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Irvine, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|U.s. Bancorp Investments, Inc.||Mission Viejo, CA||May 2010 - Current||7|
|Chase Investment Services Corp.||Laguna Hills, CA||May 2009 - May 2010||1|
|Wm Financial Services||Laguna Hills, CA||Feb 2007 - May 2010||3|
|Outback Steakhouse||Long Beach, CA||Mar 2004 - Aug 2009||5|
|Long Beach State University||Long Beach, CA||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV