Shawn Robert Harper

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 11/2016
  Wells Fargo Advisors, Llc.
  Charlottesville, VA
• 03/2014 → 02/2025
  Wells Fargo Bank Na
  Charlottesville, VA
• 11/2016 → 02/2025
  Wells Fargo Clearing Services, Llc
  Charlottesville, VA
• 02/2025 → Present
  Strategic Wealth Designers
  Louisvill, KY

Previous Registrations

• 2015-12-11 → 2025-02-27
  Wells Fargo Clearing Services, Llc
  Charlottesville, VA
  Roanoke, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-11
• S63 Uniform Securities Agent State Law Examination
  2015-11-18

Other Names

• Shawn Harper