Duane Kevin Shumaker
Investment adviser representative at Balboa Wealth Partners, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Sunrise Tax & Planning LLCJul 2025 to now
- Balboa Wealth Partners, Inc.Feb 2022 to now
- Balboa Wealth Partners, Inc. dba Robinson & Shumaker Wealth MgmtFeb 2022 to now
- Shumaker Wengren LLCJun 2008 to now
- Sage Financial Services LLCOct 2016 to Feb 2022
- First Financial Equity CorporationJan 2015 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Balboa Wealth Partners, Inc.
$1.1BAssets managed
1,127Clients
27Advisers
10 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
- 2744735
- Firm CRD
- 282329