Shane
Westhoelter
Cambridge Investment Research Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Shane Westhoelter is a financial advisor who works out of San Ramon, California with a total of 14 years of relevant experience. Westhoelter is an employee of Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at National Information Network Ministry, Gateway Financial Advisors, Inc, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Continuity Partners Group, LLC and Copperpine, Inc. Westhoelter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California, New Mexico and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It has $82 billion in total assets among its 461,370 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 461,370 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. The business provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management are based on which services are provided. Fees billed by Cambridge Investment Research Advisors, Inc most likely include some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Shane Westhoelter Work History
Shane has been registered as a financial advisor for 14 years.*
Continuity Partners Group, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Gateway Financial Advisors, Inc
National Information Network Ministry
Copperpine, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shane Westhoelter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Tulsa, OK
South Haven, MI
Tolland, CT
Salt Lake City, UT
Roanoke, TX
Staten Island, NY
Fairfield, IA
Kennesaw, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.