Shane Westhoelter
Shane Westhoelter is a registered investment advisor at DBA Tana Investment Advisors, based in San Ramon, CA, with 32 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning, Socially Responsible Investing, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $3,000 - $5,000, depending on the scope and depth of the engagement.
Location
2010 Crow Canyon Place, Ste 100 # 403, San Ramon, CA, 94583
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is an independent insurance agent for various companies through Gateway Financial Advisors Inc., Gateway Insurance Group Inc., and Gateway Insurance and Financial Services LLC, dedicating a significant amount of time to these activities. He also has various other business activities including authoring articles, being a board member for multiple organizations, and owning a restaurant.
Employment History
Current Registrations
DBA Tana Investment Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Copperpine, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Strategic Wealth Advisors Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
American General Securities IncorporatedBroker
Gateway Financial Advisors, INC.
Franklin Financial Services CorporationBroker
State Registrations53 states
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