Shawn Kiehne
Shawn Kiehne is a registered investment advisor at Kiehne Wealth & Retirement, LLC, based in Albuquerque, NM, with 10 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
2900 Louisiana Blvd NE, Suite 110, Albuquerque, NM, 87110
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 ActivitiesSells Insurance
Shawn is a managing member/owner/insurance agent at 401K Pros, LLC since 2013, selling annuities and life insurance, dedicating a few hours per week. Shawn is also a managing member/owner of El Gringo Productions, LLC, a band that performs at local venues, spending minimal time on this activity. Shawn also owns JS Properties 1, LLC, a commercial office building, and dedicates no time to this activity.
Employment History
Current Registrations
Kiehne Wealth & Retirement, LLC
Brookstone Capital Management LLC
Previous Registrations
Kiehne Wealth & Retirement, LLC
State Registrations3 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.