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Shawn Hare

26 Years of Experience
Sherman Oaks, CA
Broker

Shawn Hare is a registered investment advisor at Wells Fargo Advisors, based in Sherman Oaks, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

15303 Ventura Blvd, Ste 900, Sherman Oaks, CA, 91403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Shawn is the 100% owner of Hare of the Dog, an e-commerce business, which takes about a quarter of his time, although no business is being done yet. He also works as a general helper at Levin Corporate Law Group, spending about 10-20% of his time filling out paperwork.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
November 2013 - May 2025 · 11 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - May 2025 · 11 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2013 · 4 yrs 6 mos
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.
March 2000 - April 2008 · 8 yrs 1 mo
UBS Financial Services INC.Broker
January 2000 - April 2008 · 8 yrs 3 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Shawn Hare - Financial Advisor | TrueAdvisor