Shawna Vanaken
Shawna Vanaken is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Beaverton, OR, with 9 years of industry experience. Shawna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1905 NW 169th Pl, Suite 220, Beaverton, OR, 97006
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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
Shawna is involved in tax preparation through Pinnacle Tax & Financial Services, LLC, dedicating a significant portion of her time. She also owns Pinnacle Tax & Financial Services, LLC, which facilitates securities, advisory, and insurance business, and this takes up all of her time during business hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations9 states
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