Cory
Hassenstab

Sharkey Howes & Javer Inc

CRD#7122188
Investment Advisor
in Denver, CO

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About this Advisor

Cory Hassenstab is a financial advisor based in Denver, Colorado, working with Sharkey Howes & Javer Inc. Cory has previously held positions at Fidelity Investments, Ollie Webb, Inc, Renaissance Financial, Creighton University, Wisconsin Physician Services, Worldview, LTD, A&H Building & Supply, Inc, Empower Retirement, and Sharkey Howes & Javer Inc. Cory has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Cory is part of Sharkey Howes & Javer Inc, which operates out of Denver, Colorado. The firm has 15 employees and manages assets totaling $824.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sharkey Howes & Javer Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

720 South Colorado Blvd Suite 600 South Tower
Denver, CO 80246-1904

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Sharkey Howes & Javer Inc Brokerage Details

Total Assets Under Management

$824,658,255

CO Average: $2,349,664,866
Total Number of Employees

15

CO Average: 28
Total Number of Accounts

2,478

CO Average: 1,101
Average Account Size

$332,792

CO Average: $2,134,119

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
  • Educational seminars/workshops

Cory Hassenstab Work History

2023 - Present (1 year)

Sharkey Howes & Javer Inc

2021 - 2023 (2 years)

Empower Retirement

2020 - 2021 (1 year)

Fidelity Investments

2019 - 2020 (1 year)

Ollie Webb, Inc

2019 - 2019 (< 1 year)

Renaissance Financial

2018 - 2019 (1 year)

Creighton University

2018 - 2018 (< 1 year)

Wisconsin Physician Services

2017 - 2018 (1 year)

Creighton University

2017 - 2017 (< 1 year)

Worldview, LTD

2016 - 2017 (1 year)

Creighton University

2011 - 2016 (5 years)

A&H Building & Supply, Inc

Disclosures

Please visit the SEC profile of Cory Hassenstab 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 Sharkey Howes & Javer Inc

Bryon Geman
Denver, CO
Bradley Conover
Denver, CO
Cory Hassenstab
Denver, CO
Melissa Baldwin
Denver, CO
Scott Brookes
Denver, CO
Karlton Childress
Denver, CO
Lawrence Howes
Denver, CO
Joel Javer
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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