Shawn Wayne Clagg
Investment adviser representative at Advisor Resource Council
16 yearsExperience
2 statesRegistered in
$3.5BFirm assets
14 yearsFirm in business
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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
16 years in the industry.
- Advisor Resource Council LLCNov 2025 to now
- Choc Wealth Management LLCMay 2024 to now
- Rob Hance Management PcOct 2022 to now
- Shawn Clagg, Cpa, PcMay 2010 to now
- Suveto Buyer LLCOct 2020 to Oct 2022
- Calico Veterinary Lending LLCJan 2020 to Oct 2020
- Burkeen Clagg Bartel, PllcJan 2011 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 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
- 7451096
- Firm CRD
- 164109