Shane Heflin
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wpwealth LLPJun 2026 to now
- William Madison AdvisorsFeb 2026 to May 2026
- Abilene Christian UniversityAug 2025 to Feb 2026
- Holt Lunsford CommercialJun 2025 to Aug 2025
- UnemployedApr 2025 to Jun 2025
- Eide Bailly LLPJan 2025 to Apr 2025
- Eide Bailly LLPAug 2024 to Dec 2024
- Cement Ponds Pools IncMay 2024 to Aug 2024
- Abilene Christian UniversityAug 2023 to May 2024
- Cement Ponds Pools IncMay 2023 to Aug 2023
- Cheddar's Scratch KitchenJan 2023 to May 2023
- Abilene Christian UniversityAug 2022 to Dec 2022
- Cement Pond Pools Inc.May 2022 to Aug 2022
- Chili'sJan 2021 to May 2021
- Cement Ponds Pools Inc.May 2020 to Aug 2020
- Chisholm Trail High SchoolAug 2018 to May 2022
- Collins Middle SchoolAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpwealth LLP
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8346127
- 145467