Shawna Lynn Theriault
Investment adviser representative at Wiser Wealth Management, Inc
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$513.6MFirm assets
Are you Shawna Lynn Theriault? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wiser Wealth Management, Inc.May 2024 to now
- OptaviaJan 2021 to now
- Henssler FinancialJan 2011 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wiser Wealth Management, Inc
$513.6MAssets managed
528Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2846151
- Firm CRD
- 125282