AdFi
SG

Shawn Gerald Hanquist

Investment Adviser Representative at PLAN GROUP FINANCIAL, INC.

Grand Island, NECRD #5549853Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
8 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
CaliforniaColoradoFloridaIllinoisMissouriNebraskaOklahomaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/17/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 10/20/2008
Series 7
General Securities Representative Examination
Passed 1/1/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/14/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

PLAN Group Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIT WEALTHCurrent
7/15/2026Grand Island, NE
PLAN GROUP FINANCIAL, INC.Current
6/14/2023Grand Island, NE
WEALTHPLAN PARTNERS
1/15/20206/30/2023Grand Island, NE
WEALTHPLAN PARTNERS
10/3/20187/10/2020Grand Island, NE
WELLS FARGO CLEARING SERVICES, LLC
5/29/201410/2/2018Hastings, NE
CETERA INVESTMENT ADVISERS LLC
1/21/20145/28/2014Grand Island, NE
CETERA INVESTMENT SERVICES LLC
10/26/20121/21/2014Grand Island, NE

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PLAN GROUP FINANCIAL, INC.

Showing 12 of 18 in the directory

View PLAN GROUP FINANCIAL, INC. firm profile
About this profile

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 Gerald Hanquist 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.