Unclaimed
Louis Shaff is an investment advisor representative registered with Cabana Asset Management. Louis has been in the industry for over 23 years and has experience working with individual and institutional clients. Louis Shaff holds a Series 65 license. He is registered with the state of Arkansas and Texas. Cabana Asset Management specializes in providing financial planning, portfolio management, and sub-advisory services for other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
09/12/2012 - Present
Cabana Asset Management (PLANO TX)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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