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Shane Veitenheimer

Strong Tower Financial Group
14 Years of Experience
Spokane Valley, WA
Sells Insurance
View SEC Summary
View SEC Summary

Shane Veitenheimer is a registered investment advisor at Strong Tower Financial Group, based in Spokane Valley, WA, with 14 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.

Strong Tower Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2M+0.75%

Fees are discounted for clients previously worked with at a prior firm, as well as firm associates and their family members.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Spokane Valley, WA

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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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Other Business ActivitiesSells Insurance

Shane is licensed as an independent insurance agent.

Employment History
Current Registrations
Strong Tower Financial Group
September 2026 - Present · 1 mo
Previous Registrations
Equilus Group INC
September 2024 - May 2026 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 2022 - June 2024 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2021 - April 2022 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2021 - April 2022 · 7 mos
Prudential Financial Planning Services
April 2021 - July 2021 · 3 mos
Pruco Securities, LLC.Broker
April 2021 - July 2021 · 3 mos
Wells Fargo Clearing Services, LLC
January 2017 - November 2020 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2016 - November 2020 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
August 2014 - October 2016 · 2 yrs 2 mos
Country Capital Management CompanyBroker
February 2011 - August 2014 · 3 yrs 6 mos
State Registrations1 state
WA
Advisor

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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