Shaun Michael Balding
Investment adviser representative at Wisconsin Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
$178MFirm assets
1 yearFirm in business
Are you Shaun Michael Balding? 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
14 years in the industry.
- Shaun Balding, Sole ProprietorJan 2019 to now
- Wisconsin Wealth Advisors, LLCFeb 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
Wisconsin Wealth Advisors, LLC
$178MAssets managed
293Clients
3Advisers
1 yearIn 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
- 6058776
- Firm CRD
- 145946