Shane Lunneborg, financial advisor Phoenix AZ
90 score

Shane Lunneborg

CRD Number: 6168660
Current Firm: Charles Schwab & Company, Inc.

Shane Lunneborg (CRD# 6168660) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Phoenix AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
107
Similar Advisors
James Davis, CFP®, financial advisor Phoenix AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
James Hundman, financial advisor Phoenix AZ
James E. Hundman
CRD# 3233547
Triad Advisors, LLC
Score
103
Company Name Location Dates Years
Charles Schwab Bank Phoenix, AZ Sep 2014 - Current 3
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2013 - Current 5
Maya Day And Nightclub Scottsdale, AZ Apr 2013 - May 2014 1
Us Army Reserve Phoenix, AZ Jan 2008 - Mar 2014 6
University Of Phoenix Phoenix, AZ Jul 2011 - Feb 2013 1
Blooming Desert Mesa, AZ Sep 2009 - Jul 2011 1
Full-time Education Mesa, AZ Aug 1995 - May 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Shane A. Lunneborg
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Shane Lunneborg and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.