Shaun Thomas Carney
CFP®Professional Summary
Shaun Thomas Carney, CFP® is a registered financial advisor currently at BALANCE WEALTH 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
Contact Information
Main Address
5701 North High Street Suite 100, Worthington, OH 43085Phone Number
(800) 551-7787# of Employees
12SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,236AUM (Assets Under Management)
$386,652,646Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BALANCE WEALTH | BALANCE WEALTH, LLC | BALANCE WEALTH PARTNERS LLC
State Registrations and Notice Filings
(5/7/2025)
(5/6/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Shaun Thomas Carney's CRS (Customer Relationship Summary).
Services Offered by Shaun
- Investment Management
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
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