Best Investors Account Sign in
Inactive

Griffin Daniel Sheehy

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Claim This Profile
Current Employers
Willow Creek Wealth Management, Inc.

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-29
  • CA RA
    APPROVED
    Since 2021-04-29

Branch Locations

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • 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
Shone Asset Management Llc Walnut Creek CA 08/2016 03/2021
Willow Creek Wealth Management, Inc. Sebastopol CA 04/2021 Present
Previous Registrations
  • 2016-08-08 → 2021-08-18
    Shone Wealth Management
    Walnut Creek, CA
  • 2016-02-23 → 2016-08-03
    Waddell & Reed
    Napa, CA
    Concord, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-23
  • S66 Uniform Combined State Law Examination
    2016-02-23

View on SEC IAPD

Other Firms

EDWARD JONES
MILESTONE FINANCIAL ADVISORS
ABACUS WEALTH PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC

Other Investors

RAWSON Smith Gulick
ERIC JOHN KEATING
DAVID BRUCE LAWRENCE
DAVID DALE HOMAN
JACOB MATTHEW WEBER
Aleia Coate
AARON WINER
SPENCER DAVID SHERMAN

Other Offices

EDWARD JONES · SEBASTOPOL, CA
MILESTONE FINANCIAL ADVISORS · SEBASTOPOL, CA
ABACUS WEALTH PARTNERS · Sebastopol, CA
WELLS FARGO CLEARING SERVICES, LLC · SEBASTOPOL, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEBASTOPOL , CA
EDWARD JONES · SEBASTOPOL, CA
EDWARD JONES · SEBASTOPOL, CA
LPL FINANCIAL LLC · SEBASTOPOL, CA

More in Sebastopol, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor