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Shawn Robert Harper

Strategic Wealth Investment Group, LLC

Louisville, KY

Zion Crossroads, VA

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Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-03
  • VA RA
    APPROVED
    Since 2025-03-03

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Zion Crossroads, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc. Charlottesville VA 09/2015 11/2016
Wells Fargo Bank Na Charlottesville VA 03/2014 02/2025
Wells Fargo Clearing Services, Llc Charlottesville VA 11/2016 02/2025
Strategic Wealth Designers Louisvill KY 02/2025 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-11
S63 Uniform Securities Agent State Law Examination 2015-11-18
  • S65 Uniform Investment Adviser Law Examination
    2015-12-11
  • S63 Uniform Securities Agent State Law Examination
    2015-11-18
Other Names
  • Shawn Harper

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

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