Shawn M. Fair

EFG FINANCIAL

GRAND RAPIDS, MI 49506

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CRD#: 7421858

Professional summary

Shawn Michael Fair is a registered financial advisor currently at EFG FINANCIAL, LLC located in Grand Rapids, Michigan.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Shawn has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

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.

1.) FAIR ORGANICS LLC; POSITION: Co-Founder/Business Manager NATURE: The focus of the organization is glorifying God by producing healthcare and food products without additives, so that the communities that we're connected to (and beyond) can access healthy skincare, food, and any other product lines that we release. INVESTMENT RELATED: 5 HRS/WK: 15 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2025; ADDRESS: 2515 Ginko Pl, Grand Rapids MI 49505, United States; DESCRIPTION: Developing, Completing and providing Guidance on execution of the business plan (including the financial piece of it). 2.) LIFE INSURANCE SALES; INVESTMENT RELATED; GRAND RAPIDS, MI; LIFE AND HEALTH INSURANCE SALES; 10/14/2025; 5 HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Fair'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®

None

Experience

Current

October 1, 2025 - Present

EFG FINANCIAL, LLC

Office #1: 1500 E. Beltline Ave Se Suite 205, Grand Rapids, MI 49506

RIA

CRD#: 314998

GRAND RAPIDS, MI

Past

September 28, 2023 - August 8, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Grand Rapids, MI

Past

September 28, 2023 - August 8, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Grand Rapids, MI

Past

April 4, 2022 - September 6, 2023

NYLIFE SECURITIES LLC

CRD#: 5167

GRAND RAPIDS, MI

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

Michigan
(10/1/2025)

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

State Security Law Exam

IAR

Series 66

Date: 9/27/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/24/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/4/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/18/2022

Securities Industry Essentials Examination

Current Firm

EFG FINANCIAL, LLC

CRD#: 314998 / SEC#:

Michigan

Registered Investment Advisory firm - (8/6/2021 Approved)

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Contact information

Main Address

1500 E. Beltline Ave Se Suite 205, Grand Rapids, MI 49506

Mailing Address

Phone number

(800) 694-3175

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 M. Fair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Fair's CRS (Customer Relationship Summary).

Certified licenses

Experience

EFG FINANCIAL, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2023

Series 63

Date: 5/24/2022

Series 7TO

Date: 4/4/2022

SIE

Date: 2/18/2022

Current Firm

EFG FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

EFG FINANCIAL, LLC

TRUST BUT VERIFY

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