Unclaimed Profile

Shane Edward Westhoelter

CONTINUITY PARTNERS GROUP, LLC·FAIRFIELD, Iowa

CONTINUITY 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Shane Edward Westhoelter is a registered financial advisor based in FAIRFIELD, Iowa, affiliated with CONTINUITY PARTNERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CONTINUITY PARTNERS GROUP, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONTINUITY PARTNERS GROUP, LLC →

Services

Other

Background

Compensation

Other: SEE SCHEDULE D, MISCELLANEOUS FOR DETAILS.

Regulatory

SEC/IARD CRD# 2341005

Firm CRD# 151381

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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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