Shareen Marie Balkey
Investment adviser representative at Index Fund Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$5.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Index Fund Advisors, Inc.Feb 2017 to now
- Transamerica Investors Securities CorporationJul 2013 to Feb 2017
- Transamerica Retirement SolutionsJun 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Index Fund Advisors, Inc.
$5.9BAssets managed
2,159Clients
18Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2197481
- Firm CRD
- 109143