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Shawn Hannegan is a financial advisor with Hannegan Wealth Management, LLC. Shawn holds the Certified Financial Planner designation and is registered in Kentucky and Ohio. Shawn's areas of specialization include portfolio management, financial planning, and retirement planning. Shawn has more than 10 years of experience in the financial services industry. Shawn works with individuals and families, providing personalized financial advice. In addition to being a financial advisor, Shawn also operates his own accounting firm.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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KY
05/13/2021 - Present
Hannegan Wealth Management, LLC (EDGEWOOD KY)
Active
Inactive
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