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Shane Dale Dir

Hidden Cove Wealth Management

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About Shane Dale Dir

Shane Dir is an Investment Advisor Representative with Hidden Cove Wealth Management. Shane has been in the financial services industry for over 16 years. Shane has experience working with high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Shane's previous experience includes working with Triad Advisors and Hornor, Townsend & Kent, LLC. Shane has Series 66, Series 7 and SIE licenses. Shane is also a registered representative in Texas and Washington.

Firm Information

Shane Dir is currently registered with Hidden Cove Wealth Management. Hidden Cove Wealth Management is a registered investment advisor based in Bainbridge Island, Washington. They offer a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $252,904,408 in assets for a diverse client base, including high-net-worth individuals, pension plans, and corporations.
Hidden Cove Wealth Management

249 WINSLOW WAY EAST

BAINBRIDGE ISLAND, WA 98110

$252.90M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shane Dir’s Registration & Firm History

WA

03/25/2022 - Present

Hidden Cove Wealth Management (BAINBRIDGE ISLAND WA)

WA

06/03/2019 - 05/27/2020

TRIAD ADVISORS LLC (Bainbridge Island WA)

WA

06/22/2006 - 06/04/2019

HORNOR, TOWNSEND & KENT, LLC (BAINBRIDGE ISLAND WA)

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Licenses & Designations

BOTH

Issued 07/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Dale Dir.
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