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Shaun Cour

11 Years of Experience
Coventry, CT
BrokerSells Insurance

Shaun Cour is a registered investment advisor at Cetera Investment Advisers LLC, based in Coventry, CT, with 11 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1776 Boston Turnpike, Coventry, CT, 06238

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Shaun is an agent for Avantax Insurance Agency selling equity indexed annuities and potentially other insurance products. He also owns Captain Hale Financial, a financial service practice, and spends nearly full-time on these activities combined, as well as working at H&R Block about 10-20% of his time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2014 - September 2025 · 11 yrs
Avantax Investment Services, INC.Broker
August 2014 - September 2025 · 11 yrs 1 mo
State Registrations16 states
ARCTFLILMAMEMIMTNCNJNYRISDTNWAWV
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.