Shalana Poole is a CFP-designated registered investment advisor, based in Omaha, NE, with 21 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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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
Shalana is involved in several business activities, including SDP Group Inc (for tax/investment purposes), Spoole 360 Divorce (DBA for LPL business), Flashpoint Financial Services (DBA for LPL business), and Spoole 360 C (DBA for LPL business). She dedicates about 10-20% of her time to Spoole 360 Divorce.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
Waddell & Reed, 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.