Shane Boehm is a registered investment advisor, based in Spokane, WA, with 24 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold.
Location
507 N. Mullan Road, Suite B, Spokane, WA, 99201
Get directionsHistory
Regulatory History (4)
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Customer Dispute
February 2026Denied
Customer Dispute
February 2026Denied
Customer Dispute
February 2022Settled
Customer Dispute
August 2012Denied
Other 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
October 2023 - Present · 3 yrs
Raymond James Financial Services Advisors, INC
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - October 2023 · 9 yrs 9 mos
Cetera Investment Services LLCBroker
July 2011 - October 2023 · 12 yrs 3 mos
Cetera Investment Services LLC
July 2011 - January 2014 · 2 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
March 2011 - July 2011 · 4 mos
U.S. Bancorp Investments, INC.
March 2011 - July 2011 · 4 mos
Fintegra Financial Solutions
August 2008 - March 2011 · 2 yrs 7 mos
Fintegra, LLCBroker
February 2007 - March 2011 · 4 yrs 1 mo
U.S. Bancorp Investments, INC.
March 2006 - February 2007 · 11 mos
U.S. Bancorp Investments, INC.Broker
February 2003 - February 2007 · 4 yrs
Foresters Equity Services, INC.Broker
June 2002 - February 2003 · 8 mos
State Registrations21 states
AKAZCACOFLGAHIIDILMDMNMTNCNMNVNYORTXUTWAWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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