Shane WallerCRD Number: 6121989
Current Firm: Northwestern Mutual Investment Services,llc
Shane Waller (CRD# 6121989) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 4 years of experience in the finance industry.
Drive Wealth Management, LLC
Transamerica Financial Advisors, Inc.
Hurley Investments, LLC
|Northwestern Mutual Investment Services, LLC||Provo, UT||Sep 2013 - Current||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2013 - Current||3|
|Wells Fargo Advisors ,llc.||American Fork, UT||Sep 2012 - Aug 2013||< 1|
|Wells Fargo Bank Na||American Fork, UT||Apr 2011 - Aug 2013||2|
|Hadco Construction||Lehi, UT||Feb 2011 - Apr 2011||< 1|
|Lds Church||Arcadia, CA||Jan 2009 - Jan 2011||2|
|Unemployed||Lehi, UT||Oct 2008 - Jan 2009||< 1|
|Displayit Inc.||Forest Green, CA||Apr 2008 - Oct 2008||< 1|
|Self Employed||Lehi, UT||Sep 2002 - Apr 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.