Hannah
Stanley

New Wave Wealth Advisors

CRD#6636772
Investment Advisor
in Springdale, AR

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About this Advisor

Hannah Stanley is a financial advisor who works in Springdale, Arkansas who has 1 year of relevant experience. Stanley is an advisor for New Wave Wealth Advisors. Their career trajectory has included roles at Arvest Wealth Management, Arvest Bank, Legacy National Bank, First Bank Of Colorado, Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC, M. S. Howells & Co, New Wave Wealth Advisors and Purshe Kaplan Sterling Investments. Stanley holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Arkansas. New Wave Wealth Advisors is a business operating out of Springdale, AR. The company has just three employees. It handles $176 million in assets under management across its 828 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 828 accounts, 40% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on the type of services offered. However, fees charged by New Wave Wealth Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4403 S Thompson St. Ste 1
Springdale, AR 72764

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New Wave Wealth Advisors Brokerage Details

Total Assets Under Management

$176,359,785

AR Average: $880,205,985
Total Number of Employees

3

AR Average: 42
Total Number of Accounts

828

AR Average: 1,714
Average Account Size

$212,995

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Hannah Stanley Work History

Hannah has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

New Wave Wealth Advisors

2019 - 2022 (3 years)

Sowell Financial Services, LLC Dba Sowell Mgmt. Services, LLC

2019 - 2021 (2 years)

M. S. Howells & Co

2018 - 2019 (1 year)

Arvest Wealth Management

2015 - 2017 (2 years)

Arvest Bank

2015 - 2015 (< 1 year)

Legacy National Bank

2012 - 2015 (3 years)

First Bank Of Colorado

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hannah Stanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at New Wave Wealth Advisors

Dustin Stanley
Springdale, AR
Hannah Stanley
Springdale, AR
Tomek Siwiec
Springdale, AR
Jacqueline Rogers
Springdale, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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