Shawn Wayne Clagg

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2020 → 10/2022
  Suveto Buyer Llc
  Tulsa, OK
• 01/2011 → 12/2019
  Burkeen Clagg Bartel, Pllc
  Tulsa, OK
• 05/2010 → Present
  Shawn Clagg, Cpa, Pc
  Bixby, OK
• 01/2020 → 10/2020
  Calico Veterinary Lending Llc
  Tulsa, OK
• 05/2024 → Present
  Choc Wealth Management Llc
  Bixby, OK
• 10/2022 → Present
  Rob Hance Management Pc
  Bixby, OK
• 11/2025 → Present
  Advisor Resource Council Llc
  Bixby, OK

Previous Registrations

• 2024-09-05 → 2025-12-09
  Choc Wealth Management
  Bixby, OK

Other Businesses

1.) Shawn Clagg, CPA, PC.; Investment Related; Bixby, OK; Accounting Firm; President/CPA; Start Date 05/2010 ; Approximately 48 hours/month with the majority of time during trading hours 2.) Rob Hance Management PC.; Non-Investment Related; Bixby, OK; Management/Accounting; CPA; Start Date 10/2022 ; Approximately 16 hours/month with the majority of time during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03

Other Names

• Shawn W Clagg
• Shawn Clagg