Shaun T. Carney
BOLT FINANCIAL GROUP,
Worthington, OH 43085
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CRD#: 6827381
Professional summary
Shaun Thomas Carney, CFP® is a registered financial advisor currently at BOLT FINANCIAL GROUP, INC located in Worthington, Ohio and AGDEAVOR INVESTMENTS located in Worthington, Ohio.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Shaun has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
If you are a busy professional who no longer has the time to focus on your investments, taxes, insurance, and estate plan, we can help analyze your current situation, recommend a strategy, and implement the financial plan to ensure you are taking the necessary steps to achieve your financial goals while you focus on what is most important: your family and career.
If you are a pre-retiree concerned about making the transition to retirement and want to ensure you do not run out of money. You want to ensure you are not buying an unnecessary financial product. You want to ensure you have the right distribution strategy from your retirement accounts and avoid unnecessary tax liabilities. You want to ensure your assets pass efficiently to your loves ones after you pass. We can help develop and implement a strategy while educating you along the way to provide peace of mind for your retirement goals.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Inheritance
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
United States Air Force Reserves not investment-related 5439 McCormick Ave., Wright-Patterson AFB, OH 45433 military C-17A pilot March 2015 16 hours per month 2 hours during trading Air Mobility Pilot
CRS (Client Relationship Summary) - RIA
Click below to view Shaun Thomas Carney'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®
CFP®
Start date: 2019
Experience
Current
January 29, 2018 - Present
BOLT FINANCIAL GROUP, INC
Office #1: 5701 North High Street Suite 100, Worthington, OH 43085RIA
CRD#: 291799
Worthington, OH
Current
January 4, 2019 - Present
AGDEAVOR INVESTMENTS
Office #1: 5701 North High Street Suite 100, Worthington, OH 43085RIA
CRD#: 147340
WORTHINGTON, OH
Current
May 6, 2025 - Present
BALANCE WEALTH
Office #1: 5701 N High St #100, Worthington, OH 43085RIA
CRD#: 329589
Worthington, OH
Past
September 18, 2017 - November 3, 2017
EDWARD JONES
RIA
CRD#: 250
Westerville, OH
Past
August 29, 2017 - November 3, 2017
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
BW
BALANCE WEALTH
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
CRD#: 329589 / SEC#: 801-131997
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Ohio
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/30/2025 Terminated)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
Ohio(1/29/2018)
IAR
Texas(1/28/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BALANCE WEALTH
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
CRD#: 329589 / SEC#: 801-131997
RIA
Registered Investment Advisory firm - (2/18/2025 Approved)Ohio
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5701 North High Street Suite 100, Worthington, OH 43085
Mailing Address
Phone number
(800) 551-7787
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,019 |
| AUM (Assets Under Management) | $ 348,405,283 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
