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240 S State St. We12, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W3 Wealth Advisors, Llc | Worthington | OH | 07/2015 | 12/2021 |
| Valmark Advisers, Inc. | Worthington | OH | 07/2015 | 12/2021 |
| Wealthbridge Capital Management, Llc | Westerville | OH | 01/2022 | 05/2023 |
| Arseneau Financial Llc | Westerville | OH | 04/2023 | Present |
| Valmark Securities, Inc. | Worthington | OH | 07/2015 | 12/2021 |
Shawn Arseneau is a licensed insurance agent. Shawn Arseneau is a partner in Family Jewels LLC, an investment club partnership that he has with a family member. He spends approximately one hour a month engaged in this activity. Shawn Arseneau is the Founder of The Retirement Life, providing educational and inspirational content on retirement through digital media. He contributes 20 hours per month during and outside trading hours, with 5% of his yearly compensation derived from the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2004-07-31 |
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