Shawn M. Arseneau
Professional summary
Shawn Michael Arseneau, CFP®, ChFC®, who also goes by Rc Arseneau, is a registered financial advisor currently at ARSENEAU FINANCIAL located in Westerville, Ohio.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Shawn has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Michael Arseneau's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
June 2, 2023 - Present
ARSENEAU FINANCIAL
Office #1: 240 S State St. We12, Westerville, OH 43081January 27, 2022 - July 12, 2023
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
March 27, 2018 - January 21, 2022
W3 WEALTH ADVISORS, LLC
July 15, 2015 - December 31, 2021
VALMARK ADVISERS, INC.
July 6, 2015 - December 31, 2021
VALMARK SECURITIES, INC.
June 3, 2014 - October 22, 2015
GRAVITAS WEALTH PARTNERS
September 17, 2010 - July 14, 2015
EASTWIND CAPITAL WEALTH MANAGEMENT
August 25, 2004 - March 8, 2007
THE HARVEST COMPANY, LLC
May 3, 1999 - December 31, 1999
PARK AVENUE SECURITIES LLC
August 20, 1997 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2023)
Exams
Current Firm
ARSENEAU FINANCIAL
CRD#: 326865 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 36,175,151 |
Red Flags
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