Joanne
Hackenburg
Seacrest Wealth Management, LLC
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About this Advisor
Joanne Hackenburg is a financial advisor based in Vero Beach, Florida, working with Seacrest Wealth Management, LLC. Joanne has previously worked at Seacrest Wealth Management and Purshe Kaplan Sterling Investments. Joanne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Joanne is currently part of Seacrest Wealth Management, LLC, which operates out of Vero Beach, Florida. The firm has 27 offices and 51 employees. Seacrest Wealth Management, LLC manages $1.6 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Seacrest Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seacrest Wealth Management, LLC Brokerage Details
$1,561,182,425
51
3,945
$395,737
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
Joanne Hackenburg Work History
Seacrest Wealth Management
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Joanne Hackenburg 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 Seacrest Wealth Management, LLC
Purchase, NY
Purchase, NY
Riverview, FL
Purchase, NY
Westwood, KS
Purchase, NY
Purchase, NY
Durham, NC
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