Blake
Hahn

Fortis Group Advisors LLC

CRD#3212888
Investment Advisor
in Mankato, MN

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About this Advisor

Blake Hahn is a chartered financial consultant operating in Mankato, Minnesota with a total of 5 years of relevant experience. Hahn is currently employed by Fortis Group Advisors LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Fortis Group Advisors, LLC and Invest Financial Corporation. Hahn maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Minnesota. Fortis Group Advisors LLC is a registered investment firm based out of Westwood, NJ. The company has offices in 12 locations and a total of 42 advisors. It handles $748 million in assets between its 4,336 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 4,336 accounts, just 7% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. Fee types charged by Fortis Group Advisors LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1650 Madison Avenue Suite 107
Mankato, MN 56001

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Fortis Group Advisors LLC Brokerage Details

Total Assets Under Management

$748,229,979

MN Average: $10,121,009,343
Total Number of Employees

42

MN Average: 92
Total Number of Accounts

4,336

MN Average: 6,978
Average Account Size

$172,562

MN Average: $1,450,417

Investment Advisory Services

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

Blake Hahn Work History

Blake has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2018 - Present (6 years)

Fortis Group Advisors, LLC

2012 - 2018 (6 years)

Invest Financial Corporation

*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 Blake Hahn 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 Fortis Group Advisors LLC

Christopher Kenneally
Westwood, NJ
Michael Manginelli
Westwood, NJ
James Zahakos
Holmdel, NJ
Michael Devizio
Westwood, NJ
Vanessa Rampino
Westwood, NJ
Blake Hahn
Mankato, MN
Joseph Vanacore
Westwood, NJ
Sarah Tepper-Fazzari
Westwood, NJ

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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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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