Duane
Shumaker
Balboa Wealth Partners, Inc
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About this Advisor
Duane Shumaker is a financial advisor based in Tucson, Arizona, working with Balboa Wealth Partners, Inc. Duane has previously held positions at H. Beck, Inc, First Financial Equity Corporation, Sage Financial Services LLC, Shumaker Wengren LLC, and Balboa Wealth Partners, Inc Dba Robinson & Shumaker Wealth Mgmt. Duane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Duane is part of Balboa Wealth Partners, Inc, which operates out of Tucson, Arizona. The firm has 9 offices and 28 employees. The firm manages assets totaling $661.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Balboa Wealth Partners, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Balboa Wealth Partners, Inc Brokerage Details
$660,981,442
28
1,851
$357,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Duane Shumaker Work History
Balboa Wealth Partners, Inc Dba Robinson & Shumaker Wealth Mgmt
Shumaker Wengren LLC
Sage Financial Services LLC
First Financial Equity Corporation
H. Beck, Inc
Disclosures
Please visit the SEC profile of Duane Shumaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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