Shawn Robert Harper
Investment adviser representative at Strategic Wealth Investment Group, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 yearsFirm in business
Are you Shawn Robert Harper? 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Wealth Investment Group, LLCMar 2025 to now
- Strategic Wealth DesignersFeb 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2025
- Wells Fargo Advisors, LLC.Sep 2015 to Nov 2016
- Wells Fargo Bank NAMar 2014 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 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
- 6564933
- Firm CRD
- 165474