Shaun Thomas Carney

Employer firm

Balance Wealth CRD 329589

$387M regulatory AUM 11 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

• 07/2017 → 11/2017
  Edward Jones
  St Louis, MO
• 03/2015 → Present
  United States Air Force Reserves
  Pentagon, DC
• 11/2017 → 03/2026
  Bolt Financial Group
  Worthington, OH
• 12/2018 → 03/2026
  Agdeavor Investments
  Worthington, OH
• 05/2025 → Present
  Balance Wealth
  Worthington, OH

Previous Registrations

• 2019-01-04 → 2026-03-24
  Agdeavor Investments
  Worthington, OH
• 2018-01-29 → 2026-03-24
  Bolt Financial Group, Inc
  Westerville, OH
  Worthington, OH
• 2017-09-18 → 2017-11-03
  Edward Jones
  Westerville, OH
  St Louis, MO

Other Businesses

United States Air Force Reserves not investment-related 5439 McCormick Ave., Wright-Patterson AFB, OH 45433 military C-17A pilot March 2015 16 hours per month 2 hours during trading Air Mobility Pilot

Exams

• S66 Uniform Combined State Law Examination
  2017-09-16

Designations

• Certified Financial Planner