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Advisors / Washington / Seattle
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Shane Walker

Financial advisor at Wells Fargo Advisors

Shane Walker is a fiduciary financial advisor in Seattle, Washington, registered since Jan 2026. Shane joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.

Seattle, WA 981042 licenses alreadyFiduciary advisor
Call the officeDirections

At a glance

ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office999 3rd Ave 1st Floor, Seattle, WA 98104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2026 – now

Questions to ask Shane

Tailored to Shane’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Shane

How do I contact Shane?

Call Shane’s local office at (206) 833-4400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Shane Walker.

How long has Shane been a financial advisor?

Shane is new to the profession, registered since Jan 2026, and holds 2 licenses.

What licenses does Shane hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Shane a fiduciary?

Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Shane paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Shane for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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