This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WISER WEALTH MANAGEMENT, INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 28, 2011

First registration

Nov 6, 2013

Dual registered

no

Other names

SHAWNA PRICE|SHAWNA LYNN PRICE

IAPD individual key

2846151

• Occurred

  May 21, 2024
  Advisor changed firm

  Shawna Lynn Theriault left Henssler Financial for Wiser Wealth Management, Inc (registered 2024-06-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1907b138-488f-5267-ddf3-8101c448ab41

First observed

Nov 6, 2013

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.