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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Arthur Ogawa is an Investment Advisor Representative at Legacy Wealth Management, LLC. Shawn is registered with the state of Idaho and holds the Series 65 license. Shawn has been in the industry for over 20 years and has a strong track record of providing financial planning and investment advice to individuals and businesses. Shawn has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Legacy Wealth Management, LLC is a full-service financial advisory firm that offers a variety of services, including financial planning, investment management, and retirement planning. The firm specializes in providing personalized financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
05/09/2024 - Present
Legacy Wealth Management, LLC (BOISE ID)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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