Shawna L. Theriault

WISER WEALTH MANAGEMENT,

Marietta, GA 30060

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CRD#: 2846151

Professional summary

Shawna Lynn Theriault, CFP®, who also goes by Shawna Lynn Price, Shawna Price, is a registered financial advisor currently at WISER WEALTH MANAGEMENT, INC located in Marietta, Georgia.

Shawna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Shawna has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawna Lynn Price | Shawna Price

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.

Optavia - Health coaching company located at 100 International Drive, 18th Floor, Baltimore, MD 21202. Health coach since January 2021. 10-15 hours per week on this business, none during trading hours. Non-investment related. Private Family Foundation located in Suwanee, GA. On the board of directors. Attend meetings and understand the foundation's processes. 1.5 hours a month, none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawna Lynn Theriault's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

June 6, 2024 - Present

WISER WEALTH MANAGEMENT, INC

Office #1: 125 Church St Suite 220, Marietta, GA 30060

RIA

CRD#: 125282

Marietta, GA

Past

November 6, 2013 - May 21, 2024

HENSSLER FINANCIAL

RIA

CRD#: 104545

KENNESAW, GA

Past

August 22, 2011 - May 24, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

January 31, 2001 - July 25, 2003

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 6, 2000 - January 17, 2001

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

August 14, 1999 - October 19, 2000

NORTH AMERICAN CLEARING, INC.

CRD#: 39118

LONGWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISER WEALTH MANAGEMENT, INC

CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES

CRD#: 125282 / SEC#: 801-120669

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Florida

Registered Investment Advisory firm - (5/6/2021 Terminated)

Georgia

Registered Investment Advisory firm - (6/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/28/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2011

General Securities Representative Examination

Current Firm

WISER WEALTH MANAGEMENT, INC

CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES

CRD#: 125282 / SEC#: 801-120669

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

Florida

Registered Investment Advisory firm - (5/6/2021 Terminated)

Georgia

Registered Investment Advisory firm - (6/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/6/2021 Terminated)

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Contact information

Main Address

125 Church St Suite 220, Marietta, GA 30060

Mailing Address

Phone number

(678) 905-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WISER WEALTH MANAGEMENT, INC APPENDIX I - FLIGHTPATH 03.04.2025 (3/17/2025)

WISER WEALTH MANAGEMENT, INC. ADV PART 2A 03.04.2025 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 404,575,980

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
08/28/2024	Cover Page	Report
08/01/2023	Cover Page	Report
10/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Shawna L. Theriault

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawna Lynn Theriault's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENSSLER FINANCIAL

ALPS DISTRIBUTORS, INC.

CHARLES SCHWAB & CO., INC.

EMPIRE FINANCIAL GROUP, INC.

NORTH AMERICAN CLEARING, INC.

Primary Firm SEC Registration

WISER WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2011

Current Firm

WISER WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WISER WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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