Unclaimed Profile

Shawn Michael Arseneau

EASTWIND CAPITAL, LLC·WESTERVILLE, Ohio

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record21 years registeredEASTWIND CAPITAL, LLC

921 EASTWIND DRIVE, SUITE 101, WESTERVILLE, OH 43081CRD# 2924823Firm CRD# 146957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn Michael Arseneau · WESTERVILLE, OH

Registration

CRD #2924823 · EASTWIND CAPITAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ARSENEAU FINANCIAL

Jun 2023 – present

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Jan 2022 – Jul 2023

WESTERVILLE, OH

W3 WEALTH ADVISORS, LLC

Mar 2018 – Jan 2022

Worthington, OH

VALMARK ADVISERS, INC.

Jul 2015 – Dec 2021

WORTHINGTON, OH

GRAVITAS WEALTH PARTNERS

Jun 2014 – Oct 2015

DELAWARE, OH

ESTATE PLANNING PROFESSIONALS

Sep 2010 – Jul 2015

WESTERVILLE, OH

THE HARVEST COMPANY, LLC

Aug 2004 – Mar 2007

ZIONSVILLE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2004

Years registered · 21

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EASTWIND CAPITAL, LLC

CRD 146957 · SEC 801-69213

AUM

$52M

Regulatory assets under management

Employees

675 client accounts

Services offered by EASTWIND CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EASTWIND CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Shawn Michael Arseneau offer?

Shawn Michael Arseneau specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Shawn Michael Arseneau's credentials?

Shawn Michael Arseneau holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shawn Michael Arseneau located?

Shawn Michael Arseneau is based in WESTERVILLE, Ohio, working with EASTWIND CAPITAL, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Shawn Michael Arseneau charge for services?

Shawn Michael Arseneau's firm is compensated through percentage of aum, hourly charges, other: third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EASTWIND CAPITAL, LLC?

EASTWIND CAPITAL, LLC has approximately 11 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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