Shawn Hanquist, financial advisor Oklahoma City OK

Shawn Hanquist

CRD Number: 5549853
Current Firm: Plan Group Financial, Inc.

Shawn Hanquist (CRD# 5549853) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry. Shawn Hanquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plan Group Financial Inc. Oklahoma City, OK Jun 2023 - Current < 1
Wealthplan Partners, Llc D.b.a Fit Wealth Advisors Omaha, NE Jan 2020 - Jun 2023 3
Wealthplan Partners Inc D.b.a Fit Wealth Advisors Grand Island, NE Sep 2018 - Jun 2023 4
Securities America, Inc. Grand Island, NE Sep 2018 - Dec 2020 2
Wells Fargo Clearing Services, LLC Grand Island, NE Nov 2016 - Sep 2018 1
Wells Fargo Advisors, LLC Grand Island, NE May 2014 - Nov 2016 2
Cetera Investment Services, LLC St. Cloud, MN Aug 2011 - May 2014 2
Great Western Bank Grand Island, NE Aug 2011 - May 2014 2
At Real Estate Pros Grand Island, NE Jun 2011 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Shawn G. Hanquist
Phone Number: 405-848-1099
Firm Website: http://www.plangroup.com
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • MO
  • NE
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    2,309
    ACCOUNTS
  • Average Account Value
    $104,918
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, FL, IL, MO, NE, OK, TX

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