Shane
Wolden
Nfp Retirement Inc
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About this Advisor
Shane Wolden is a financial advisor who works out of Aliso Viejo, California with a total of 5 years of industry experience. Wolden is an advisor for Nfp Retirement Inc. Their career trajectory has included roles at Maple Grove Lacrosse Association, Euro American Hockey, Holiday Stantionstores, Luther Brookdale Honda and Nfp Retirement, Inc. Wolden has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in California and Minnesota. Nfp Retirement Inc is a financial advisory firm that has its headquarters in Aliso Viejo, CA. The company has offices in 26 locations and a total of 251 people on staff. It administers $75 billion in assets under management across its 5,162 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 5,162 client accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees vary depending on the type of financial services offered. Fee types billed by Nfp Retirement Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Shane Wolden Work History
Shane has been registered as a financial advisor for 5 years.*
Nfp Retirement, Inc
Nfp Retirement, Inc
Holiday Stantionstores
Luther Brookdale Honda
Maple Grove Lacrosse Association
Euro American Hockey
*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 Wolden 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 Nfp Retirement Inc
Aliso Viejo, CA
Aliso Viejo, CA
Kennebunk, ME
Euless, TX
Collegeville, PA
Aliso Viejo, CA
Charlotte, NC
Ellicott City, MD
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.
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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.