Shawn Fodge
Investment Adviser Representative at HBKS Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shawn Fodge is an investment adviser representative with HBKS Wealth Advisors in Warrendale, PA, where they have been registered since 2022. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Schneider Downs Wealth Management Advisors, LP. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCAug 2011 – Oct 2017Pittsburgh, PA
- Global Retirement Partners, LLCMay 2017 – Oct 2017San Rafael, CA
- The Huntington National BankAug 2018 – Jan 2020Pittsburgh, PA
- The Huntington Investment CompanyAug 2018 – Jan 2020Columbus, OH
- Greycourt & Co. IncNov 2017 – Jul 2018Pittsburgh, PA
- Schneider Downs Wealth Management Advisors LPJan 2020 – Oct 2021Pittsburgh, PA
- Fidelity InvestmentsOct 2021 – Jul 2022Cranberry Township, PA
- HBKS Wealth AdvisorsJul 2022 – no end date reportedWarrendale, PA
- HBK Sorce Insurance LLCJul 2022 – no end date reportedWarrendale, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HBKS Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, portfolio management, wealth management, estate planning, and access to accounting, tax, and advisory services through affiliate HBK CPAs & Consultants
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 73
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Erie, PA
- SEC file number:
- 801-60424
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at HBKS Wealth Advisors
Showing 12 of 73 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shawn Fodge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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