SH
Shawn D. Hogan
FINISH WELL RIA LLC
COLUMBUS, OH 43235
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CRD#: 6741537
SH
Professional summary
Shawn Dale Hogan, who also goes by Shawn D Hogan, Shawn Hogan, is a registered financial advisor currently at FINISH WELL RIA LLC located in Columbus, Ohio.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Shawn has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shawn D Hogan | Shawn Hogan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Licensed to sell insurance Moon Rock Wealth Management LLC; Investment Related: Yes; 1161 Bethel Rd STE 103-104 Columbus OH 43220 US; Provides financial guidance and retirement income strategies through a variety of insurance and investment related products.; Ensuring the business's financial obligations are met. Provides consulting to further develop the business.; 2009-09-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 25; Owner; Finish Well Retirement LLC; Is the business investment related: Yes; Location of the business: 1554 Polaris Parkway STE 325 Columbus Ohio 43240 United States; Description of the business: Assisting clients with insurance related products, if needed, to help offer a holistic overall plan.; Description of the business: Assisting clients with insurance related products, if needed, to help offer a holistic overall plan.; Start date with business: 2022-05-03; Hours per month devoted to business during trading hours: 25; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50; Owner; Finish Well Medicare Services, LLC; Is the business investment related: Yes; Location of the business: 1554 Polaris Parkway STE 325 Columbus Ohio 43240 United States; Description of the business: Offering clients Medicare Insurance; Responsibilities Duties: Helping clients with Medicare Insurance; Start date with business: 2023-09-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Dale Hogan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 30, 2022 - Present
FINISH WELL RIA LLC
Office #1: 1 E Campus View Blvd Ste 250, Columbus, OH 43235RIA
CRD#: 321957
COLUMBUS, OH
Past
July 19, 2019 - June 21, 2022
GOLDEN RESERVE RETIREMENT, LLC
RIA
CRD#: 283588
DUBLIN, OH
Past
January 12, 2017 - May 7, 2019
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Columbus, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/6/2024)
IAR
Mississippi(10/24/2023)
IAR
Ohio(6/30/2022)
IAR
Texas(8/17/2023)
Current Firm
FW
FINISH WELL RIA LLC
FINISH WELL RIA LLC
CRD#: 321957 / SEC#:
Florida
Registered Investment Advisory firm - (2/6/2024 Approved)Mississippi
Registered Investment Advisory firm - (10/23/2023 Approved)Ohio
Registered Investment Advisory firm - (6/30/2022 Approved)Texas
Registered Investment Advisory firm - (8/17/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 E Campus View Blvd Ste 250, Columbus, OH 43235
Mailing Address
Phone number
(833) 397-3847
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 537 |
| AUM (Assets Under Management) | $ 63,430,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
