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Kevin Doane Sheldahl

APPIAN WAY FINANCIAL LLC·PASADENA, California
Unclaimed Profile
680 E COLORADO BLVD, PASADENA, CA 91101CRD# 4518489Firm CRD# 168109
01

About

Kevin Doane Sheldahl is a registered financial advisor based in PASADENA, California, affiliated with APPIAN WAY FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
APPIAN WAY FINANCIAL LLC
APPIAN WAY FINANCIAL
AUM
$121M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at APPIAN WAY FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4518489
Firm CRD# 168109
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Doane Sheldahl offer?
Kevin Doane Sheldahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Kevin Doane Sheldahl's credentials?
Kevin Doane Sheldahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Doane Sheldahl located?
Kevin Doane Sheldahl is based in PASADENA, California, working with APPIAN WAY FINANCIAL LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Kevin Doane Sheldahl charge for services?
Kevin Doane Sheldahl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPIAN WAY FINANCIAL LLC?
APPIAN WAY FINANCIAL LLC has approximately 1 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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