Shane S. Veitenheimer
Professional summary
Shane Steven Veitenheimer, who also goes by Shane S Veitenheimer, Shane Steven Veitenheimer, Shane Veitenheimer, was a registered financial advisor .
Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Shane had worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 23, 2026 - Present
September 5, 2024 - May 14, 2026
EQUILUS GROUP INC
May 4, 2022 - June 10, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 9, 2021 - April 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 9, 2021 - April 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 8, 2021 - July 1, 2021
PRUCO SECURITIES, LLC.
April 8, 2021 - July 1, 2021
PRUCO SECURITIES, LLC.
January 5, 2017 - November 5, 2020
WELLS FARGO CLEARING SERVICES, LLC
December 6, 2016 - November 5, 2020
WELLS FARGO CLEARING SERVICES, LLC
August 15, 2014 - October 14, 2016
J.P. MORGAN SECURITIES LLC
February 15, 2011 - August 6, 2014
COUNTRY CAPITAL MANAGEMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2026)
Exams
What does exam status mean?
Series 6
Passed: 2/14/2011
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
