Shawn Fodge
Investment adviser representative at Hbks Wealth Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.7BFirm assets
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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
- Pension consulting
Experience
15 years in the industry.
- Hbk Sorce Insurance LLCJul 2022 to now
- Hbks Wealth AdvisorsJul 2022 to now
- Fidelity InvestmentsOct 2021 to Jul 2022
- Schneider Downs Wealth Management Advisors LPJan 2020 to Oct 2021
- The Huntington Investment CompanyAug 2018 to Jan 2020
- The Huntington National BankAug 2018 to Jan 2020
- Greycourt & Co. IncNov 2017 to Jul 2018
- Global Retirement Partners, LLCMay 2017 to Oct 2017
- LPL Financial LLCAug 2011 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 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
- 5101092
- Firm CRD
- 112139