Emily
Tubesing

Hauser Retirement Solutions 2 LLC

CRD#3007263
Investment Advisor
in Cincinnati, OH

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About this Advisor

Emily Tubesing is a financial advisor based in Cincinnati, Ohio, working with Hauser Retirement Solutions 2 LLC. Emily has previously held positions at Standard Retirement Services, Inc, Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Fidelity Brokerage Services LLC, and The Hauser Group. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Emily is part of Hauser Retirement Solutions 2 LLC, which operates out of Cincinnati, Ohio. The firm has 7 employees and manages assets totaling $965.7 million. The services offered by the firm include pension consulting services and educational seminars. The fee structure at Hauser Retirement Solutions 2 LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5905 E. Galbraith Rd. #9000
Cincinnati, OH 45236

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Hauser Retirement Solutions 2 LLC Brokerage Details

Total Assets Under Management

$965,737,685

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

89

OH Average: 1,972
Average Account Size

$10,850,985

OH Average: $1,068,125

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Emily Tubesing Work History

2022 - Present (2 years)

The Hauser Group

2017 - 2022 (5 years)

Stancorp Equities, Inc

2017 - 2022 (5 years)

Stancorp Investment Advisers, Inc

2015 - 2017 (2 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Standard Retirement Services, Inc

2014 - 2015 (1 year)

Stancorp Equities, Inc

2014 - 2015 (1 year)

Stancorp Investment Advisers, Inc

Disclosures

Please visit the SEC profile of Emily Tubesing 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 Hauser Retirement Solutions 2 LLC

Emily Tubesing
Cincinnati, OH
Martha Allman
Cincinnati, OH
Jacob Beckman
Columbus, OH
Jessica Singer
Apex, NC

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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