Shawn Gerald Hanquist
Investment Adviser Representative at PLAN Group Financial, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shawn Gerald Hanquist is an investment adviser representative with PLAN Group Financial, Inc. in Grand Island, NE, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 5 firms, including Wealthplan Partners and Wells Fargo Clearing Services, LLC. 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 California, Colorado, Florida, Illinois, Missouri, Nebraska, Oklahoma, and Texas.
Registrations & licenses
- Investment adviser:
- California, Colorado, Florida, Illinois, Missouri, Nebraska, Oklahoma, Texas
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.
- Wells Fargo Clearing Services, LLCMay 2014 – Oct 2018Grand Island, NE
- Securities America, Inc.Sep 2018 – Dec 2020Grand Island, NE
- Wealthplan Partners, LLC D.b.a FIT Wealth AdvisorsJan 2020 – Jun 2023Omaha, NE
- PLAN GROUP FINANCIAL INC dba FIT WEALTH ADVISORSJun 2023 – no end date reportedOklahoma City, OK
- Fit Wealth Advisors, LLCJun 2026 – no end date reportedGrand Island, NE
- Fit Wealth Insurance, LLCApr 2026 – no end date reportedGrand Island, NE
- WealthPlan Partners. doing business as Fit Wealth AdvisorsOct 2018 – Jul 2020Omaha, NE
- Hanquist Holdings, LLCJun 2024 – no end date reportedGrand Island, NE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PLAN Group Financial, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
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
Custom investment management, outsourced family office services, tailored financial solutions, open market access to investment opportunities, and comprehensive wealth management strategies with ongoing monitoring.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Oklahoma City, OK
- SEC file number:
- 801-118599
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at PLAN Group Financial, Inc.
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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 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.
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