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Kevin Doane Sheldahl

Appian Way Financial

Pasadena, CA

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Current Employers
Appian Way Financial

680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

680 E Colorado Blvd Ste 180, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Appian Way Financial Llc Pasadena CA 06/2013 Present
  • 06/2013 → Present
    Appian Way Financial Llc
    Pasadena, CA
Previous Registrations
  • 2008-10-21 → 2013-12-31
    Bridge Advisory Llc
    Pasadena, CA
    Pasadena, CA
  • 2007-10-15 → 2013-06-17
    Pension Architects Advisory Group, Llc
    Pasadena, CA
    Pasadena, CA
  • 2003-10-17 → 2008-11-20
    Penniall & Associates, Inc.
    Pasadena, CA
  • 2002-05-24 → 2003-05-19
    Ameriprise Financial Services, Llc
    Pasadena , CA
Other Businesses

2010-PRESENT: INSURANCE AGENT/INSURANCE RELATED/PASADENA, CA/AGENT/UNAFFILIATED CARRIERS/MAY INVOLVE UP TO 10% OF TIME INCLUDING DURING TRADITIONAL MARKET HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-22
  • S66 Uniform Combined State Law Examination
    2002-05-22
Designations
Other Names
  • Kevin Sheldahl
  • Kevin D Sheldahl
  • Kevin D. Sheldahl

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
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