Shaun Balding has been an investment adviser representative at Wisconsin Wealth Advisors since December 2017, and is not listed among the firm’s executive officers or direct owners.
Wisconsin Wealth Advisors, LLC is a Sun Prairie, WI firm with $178M under management, 293 clients and 3 advisers across 2 offices, as of its October 2026 filing.
Shaun Balding is Adviser, Trading and Accounts Administrator of Wisconsin Wealth Advisors, LLC. As a financial adviser, he works to help clients achieve their life and retirement goals, and he works with the firm's other advisers to perform requested trades and complete service requests with the custodian. He is an Investment Adviser Representative with the firm, advisory licensed in 2017.
- – present · 8 yearsSun Prairie, WI · Adviser representative · Firm CRD 145946
Investment adviser representative registrations
Shaun Balding is registered as an investment adviser representative in Wisconsin, since December 2017.
- WisconsinSince 22 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shaun Michael Balding
- CRD
- 6058776
- Firm
- Wisconsin Wealth Advisors · CRD 145946
- Office
- 1777 WEST MAIN STREET, SUITE 203, Sun Prairie, WI 53590
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wiwealthadvisors.com
Where does Shaun Balding work?
Shaun Balding is an investment adviser representative registered through Wisconsin Wealth Advisors, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Shaun Balding a financial advisor?
Yes. Shaun Balding has a current investment-adviser registration in Wisconsin, through Wisconsin Wealth Advisors since December 2017.
How many years of experience does Shaun Balding have?
Shaun Balding has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Shaun Balding passed?
Shaun Balding passed the Series 65 in December 2017.
Where is Shaun Balding based?
Shaun Balding’s registered office is in Sun Prairie, WI.
Is Shaun Balding registered with FINRA?
No. Shaun Balding has no current broker registration.
How can I verify Shaun Balding’s record?
Search CRD 6058776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shaun Balding’s full registration record.
