Shawn Dale Hogan

Current Employers

Employment History

• 01/2017 → 05/2019
  Ae Wealth Management
  Topeka, KS
• 12/2009 → 07/2019
  Legacy Insurance & Financial Group Llc Aka Moon Rock Wealth Mana
  Columbus, OH
• 03/2018 → 07/2019
  American Financial Education Alliance
  Sugarland, TX
• 07/2019 → 05/2022
  Golden Reserve, Llc
  Dublin, OH
• 07/2019 → 05/2022
  Golden Reserve
  Dublin, OH
• 12/2009 → 07/2019
  Moon Rock Wealth Management
  Columbus, OH
• 04/2022 → Present
  Finish Well Ria Llc
  Johnstown, OH

Previous Registrations

• 2019-07-19 → 2022-06-21
  Golden Reserve Retirement, Llc
  Dublin, OH
• 2017-01-12 → 2019-05-07
  Ae Wealth Management, Llc
  Columbus, OH
  Columbus, OH

Other Businesses

Licensed to sell insurance Moon Rock Wealth Management LLC; Investment Related: Yes; 1161 Bethel Rd STE 103-104 Columbus OH 43220 US; Provides financial guidance and retirement income strategies through a variety of insurance and investment related products.; Ensuring the business's financial obligations are met. Provides consulting to further develop the business.; 2009-09-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 25; Owner; Finish Well Retirement LLC; Is the business investment related: Yes; Location of the business: 1554 Polaris Parkway STE 325 Columbus Ohio 43240 United States; Description of the business: Assisting clients with insurance related products, if needed, to help offer a holistic overall plan.; Description of the business: Assisting clients with insurance related products, if needed, to help offer a holistic overall plan.; Start date with business: 2022-05-03; Hours per month devoted to business during trading hours: 25; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50; Owner; Finish Well Medicare Services, LLC; Is the business investment related: Yes; Location of the business: 1554 Polaris Parkway STE 325 Columbus Ohio 43240 United States; Description of the business: Offering clients Medicare Insurance; Responsibilities Duties: Helping clients with Medicare Insurance; Start date with business: 2023-09-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-02

Other Names

• Shawn D Hogan
• Shawn Hogan