Shawn P. Hannegan

HANNEGAN WEALTH MANAGEMENT

Edgewood, KY 41017

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CRD#: 7320537

Professional summary

Shawn Patrick Hannegan, CFP®, who also goes by Shawn Hannegan, is a registered financial advisor currently at HANNEGAN WEALTH MANAGEMENT, LLC located in Edgewood, Kentucky.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Shawn has worked at 1 firm .

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Tax Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Are you a "fiduciary"?

Yes

Aliases

Shawn Hannegan

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.

Owner, accountant at Shawn P. Hannegan CPA, LLC DBA Hannegan & Associates since 11/2013. Accounting firm, not investment-related.180 Barnwood Dr Edgewood, Kentucky 41017. 5 hr/day during trading hours devoted to OBA. 160 total hrs/month devoted to OBA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Hannegan'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 11, 2021 - Present

HANNEGAN WEALTH MANAGEMENT, LLC

Office #1: 180 Barnwood Drive, Edgewood, KY 41017Office #2: 2712 Erie Ave Suite 301, Cincinnati, OH 45208

RIA

CRD#: 312062

Edgewood, KY

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

Kentucky
(5/11/2021)

IAR

Ohio
(5/13/2021)

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

Current Firm

HANNEGAN WEALTH MANAGEMENT, LLC

CRD#: 312062 / SEC#:

Kentucky

Registered Investment Advisory firm - (5/11/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/13/2021 Approved)

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Contact information

Main Address

180 Barnwood Drive, Edgewood, KY 41017

Mailing Address

Phone number

(859) 993-7600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 1,456,327

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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Shawn P. Hannegan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Hannegan's CRS (Customer Relationship Summary).

Certified licenses

Experience

HANNEGAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

HANNEGAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HANNEGAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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