Appian Way Financial

Appian Way Financial (CRD# 168109) is a financial advisory firm headquartered in Pasadena, CA. They manage $37,635,000 in 217 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $173,433
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Appian Way Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin D. Sheldahl
CRD#: 4518489
1055 East Colorado Boulevard, Suite 500, Pasadena, CA 91106
84
Wealthminder
score

Kevin Sheldahl (CRD# 4518489) is an Investment Advisor Representative working at Appian Way Financial in Pasadena, CA and has over 14 years of experience in the finance industry. Kevin Sheldahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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