Unclaimed Profile

Shane Edward Westhoelter

CONTINUITY PARTNERS GROUP, LLC·FAIRFIELD, Iowa

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record25 years registeredCONTINUITY PARTNERS GROUP, LLC

1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA 52556CRD# 2341005Firm CRD# 151381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane Edward Westhoelter · FAIRFIELD, IA

Registration

CRD #2341005 · CONTINUITY PARTNERS GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

DBA TANA INVESTMENT ADVISORS

Nov 2014 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2009 – present

COPPERPINE, INC.

Sep 2014 – Dec 2014

DUBLIN, CA

WOODBURY FINANCIAL SERVICES, INC.

Aug 2007 – Oct 2009

DUBLIN, CA

STRATEGIC WEALTH ADVISORS GROUP

Sep 2006 – Aug 2007

SAN MATEO, CA

FSC SECURITIES CORPORATION

May 2003 – Aug 2007

SAN MATEO, CA

GATEWAY FINANCIAL ADVISORS, INC.

Jan 2001 – Oct 2006

ST. CHALRES, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUITY PARTNERS GROUP, LLC

CRD 151381 · SEC 801-70784

Employees

Total firm employees

Services offered by CONTINUITY PARTNERS GROUP, LLC

Per Form ADV

Other

View all advisors at CONTINUITY PARTNERS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Shane Edward Westhoelter offer?

Shane Edward Westhoelter is a registered financial advisor in FAIRFIELD, Iowa. Contact their office for details on services offered.

What are Shane Edward Westhoelter's credentials?

Shane Edward Westhoelter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Edward Westhoelter located?

Shane Edward Westhoelter is based in FAIRFIELD, Iowa, working with CONTINUITY PARTNERS GROUP, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Shane Edward Westhoelter charge for services?

Shane Edward Westhoelter's firm is compensated through other: see schedule d, miscellaneous for details.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUITY PARTNERS GROUP, LLC?

CONTINUITY PARTNERS GROUP, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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