Shane Boehm
Shane Boehm is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spokane, WA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
507 N. Mullan Road, Suite B, Spokane, WA, 99201
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2026Customer Dispute
February 2022Customer Dispute
August 2012Other Business Activities
Shane works as a wealth advisor for Columbia Wealth Advisors and as a dually registered bank and financial advisor for Umpqua Bank. Both roles started in 2024 and each takes about 10-20% of Shane's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Fintegra Financial Solutions
Fintegra, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.