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.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
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 |
- CA
- CO
- FL
- IL
- MO
- NE
- OK
- TX
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts2,309ACCOUNTS
-
Average Account Value$104,918
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, MO, NE, OK, TX
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