Nadia Shokohi
Nadia Shokohi is a registered investment advisor at Shokohi Wealth Management Group LLC, based in Parker, CO, with 19 years of industry experience. Nadia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Package 1 — $1,500 for one in-person appointment and up to 6 hours of service.
- Package 2 — $2,000 - $2,500 for two in-person appointments and up to 10 hours of service.
- Package 3 — $2,500 - $3,000 for two in-person appointments and up to 14 hours of service.
- Package 4 — $2,000 for up to 10 hours of service (does not include Packages 1-3).
- Hourly rate — $195/hour for pre- and during-divorce planning services.
Location
Parker, CO
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 Activities
Nadia operates Shokohi Wealth Management Group as a DBA for her LPL business, dedicating full-time hours during securities trading. She also works as a notary and owns rental real estate, but these activities require minimal time.
Employment History
Current Registrations
Shokohi Wealth Management Group LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Shokohi Wealth Management Group LLC
Sheridan Road
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations19 states
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