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Shawn Edelen is a registered investment advisor, based in Louisville, KY, with 16 years of industry experience.
Location
9850 Von Allmen Court, Suite 201, Louisville, KY, 40241
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2025Other Business ActivitiesSells Insurance
Shawn is an advisory representative of a RIA (CIRA), spending nearly full-time on this role. He is also an independent insurance agent and owner of Bluecap Financial LLC, and provides referrals for tax preparation services, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - July 2017 · 4 mos
MML Investors Services, LLC
March 2017 - July 2017 · 4 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
June 2011 - January 2015 · 3 yrs 7 mos
New England SecuritiesBroker
June 2011 - January 2015 · 3 yrs 7 mos
Waddell & Reed, INC.
December 2009 - May 2011 · 1 yr 5 mos
Waddell & Reed, INC.Broker
November 2009 - May 2011 · 1 yr 6 mos
State Registrations8 states
CACOFLGAINKYOHSD
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.