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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

SHAWN MICHAEL ARSENEAU

Advisor at ARSENEAU FINANCIAL

WESTERVILLE, OH

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Search this name across graphsid dfx:ria:b0ea9e37-3b38-ddc6-3210-159fa2487488

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 25, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARSENEAU FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Jul 31, 2004
First registration: Aug 25, 2004
Dual registered: no
Other names: RC ARSENEAU
IAPD individual key: 2924823

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARSENEAU FINANCIAL	State registered	Jun 2, 2023	n/a	yes	WESTERVILLE, OH	Current employment
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 27, 2022	Jul 12, 2023	no	WESTERVILLE, OH	Previous registration
W3 WEALTH ADVISORS, LLC	State registered	Mar 27, 2018	Jan 21, 2022	no	Worthington, OH\|AKRON, OH\|Worthington, OH	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Jul 15, 2015	Dec 31, 2021	no	WORTHINGTON, OH	Previous registration
GRAVITAS WEALTH PARTNERS	n/a	Jun 3, 2014	Oct 22, 2015	no	DELAWARE, OH	Previous registration
ESTATE PLANNING PROFESSIONALS	Former SEC adviser	Sep 17, 2010	Jul 14, 2015	no	WESTERVILLE, OH	Previous registration
THE HARVEST COMPANY, LLC	n/a	Aug 25, 2004	Mar 8, 2007	no	ZIONSVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	ARSENEAU FINANCIAL	Jul 12, 2023	Jun 2, 2023	-40	Firm change after gap	RIA to state RIA
W3 WEALTH ADVISORS, LLC	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	Jan 21, 2022	Jan 27, 2022	6	Firm change	Other
VALMARK ADVISERS, INC.	W3 WEALTH ADVISORS, LLC	Dec 31, 2021	Mar 27, 2018	-1,375	Firm change after gap	Ibd to state RIA
GRAVITAS WEALTH PARTNERS	VALMARK ADVISERS, INC.	Oct 22, 2015	Jul 15, 2015	-99	Firm change after gap	Other
ESTATE PLANNING PROFESSIONALS	GRAVITAS WEALTH PARTNERS	Jul 14, 2015	Jun 3, 2014	-406	Firm change after gap	Other
THE HARVEST COMPANY, LLC	ESTATE PLANNING PROFESSIONALS	Mar 8, 2007	Sep 17, 2010	1,289	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108050:129549:OH:2021-12-31	Dec 31, 2021	Mar 27, 2018	WORTHINGTON, OH	Firm change after gap

Relationships

Registered with (7)

→ ARSENEAU FINANCIALRegistered adviserregistration: current employment
Jun 2, 2023 to presentfactForm ADV
→ WEALTHBRIDGE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 27, 2022 to Jul 12, 2023factForm ADV
→ W3 WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2018 to Jan 21, 2022factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Jul 15, 2015 to Dec 31, 2021factForm ADV
→ GRAVITAS WEALTH PARTNERSRegistered adviserregistration: previous registration
Jun 3, 2014 to Oct 22, 2015factForm ADV
→ ESTATE PLANNING PROFESSIONALSRegistered adviserregistration: previous registration
Sep 17, 2010 to Jul 14, 2015factForm ADV
→ THE HARVEST COMPANY, LLCRegistered adviserregistration: previous registration
Aug 25, 2004 to Mar 8, 2007factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
Shawn Michael Arseneau left Wealthbridge Capital Management, Llc for Arseneau Financial (registered 2023-06-02)
Form ADVobserved 5 days ago
Occurred
Jan 21, 2022
Advisor changed firm
Shawn Michael Arseneau left W3 Wealth Advisors, Llc for Wealthbridge Capital Management, Llc (registered 2022-01-27)
Form ADVobserved 5 days ago