SB
SB

Shalane Bohle

18 Years of Experience
Irvine, CA
Broker

Shalane Bohle is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7700 Irvine Certer Dr, Sute 510, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2026 - Present · 7 mos
Wells Fargo Advisors
February 2026 - Present · 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2018 - February 2026 · 7 yrs 8 mos
Wells Fargo Advisors
June 2018 - February 2026 · 7 yrs 8 mos
U.S. Bancorp Investments, INC.
June 2010 - June 2018 · 8 yrs
U.S. Bancorp Investments, INC.Broker
June 2010 - June 2018 · 8 yrs
Chase Investment Services CORP.
May 2009 - June 2010 · 1 yr 1 mo
Chase Investment Services CORP.Broker
May 2009 - June 2010 · 1 yr 1 mo
Wamu Investments, INC.
August 2008 - May 2009 · 9 mos
Wamu Investments, INC.Broker
March 2008 - May 2009 · 1 yr 2 mos
State Registrations36 states
AKAZCACOCTFLGAHIIAIDILINKYMAMDMIMNMOMTNCNHNMNVNYOHORPASCSDTNTXUTVAWAWIWY
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.