Hannah
Lockard
Root Financial Partners
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About this Advisor
Hannah Lockard is a financial advisor based in Lincoln, Nebraska, working with Root Financial Partners. Hannah has previously held positions at Pittenger & Anderson Inc, Farmer's Insurance, Dillards, Target, Brooklyn Fi, LLC, and Root Financial Partners. Hannah has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Hannah is part of Root Financial Partners, which operates out of Lincoln, Nebraska. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Hannah Lockard Work History
Root Financial Partners
Brooklyn Fi, LLC
Pittenger & Anderson Inc
Farmer'S Insurance
Dillards
Target
Disclosures
Please visit the SEC profile of Hannah Lockard 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 Root Financial Partners
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Solana Beach, CA
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Leesburg, VA
Mckinney, TX
Solana Beach, CA
Knoxville, TN
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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