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Home > Retirement Planners > wisconsin > eau claire > HASENBERG FINANCIAL GROUP
HASENBERG FINANCIAL GROUP
431 East Claremont Ave
Suite E
Eau Claire, Wisconsin 54701
Tel: 715-839-6566
About HASENBERG FINANCIAL GROUP
HASENBERG FINANCIAL GROUP, formally registered with the SEC as HASENBERG FINANCIAL GROUP. The firm was established in 05/26/2023. They have over 2 offices throughout the country.
HASENBERG FINANCIAL GROUP is a Eau Claire, Wisconsin based Financial Planning firm with nearly $270,460,000 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326053 |
| SEC# | 801-128039 |
| Assets Managed by Firm | $270,460,000 |
| No. of Clients | 1800 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1800 | $270,460,000 |
| Individuals (other than high net worth individuals) | 789 | $242,535,769 |
| High net worth individuals | 10 | $27,924,231 |
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