Shield Wealth Advisors

Who works here

• BT
  Brendan J Taylor
• DR
  Dawn M Robinson
• JH
  John William Haberstro

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Shield Wealth Advisors

Legal name: Shield Wealth Advisors, LLC.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

309538