John
Spencer
Hackman Financial Group
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About this Advisor
John Spencer is a financial advisor based in Cincinnati, Ohio who has 7 years of relevant experience. Spencer works at Hackman Financial Group. Their career trajectory has included roles at Hackman Financial Group, Inc, Ameriprise Financial Services Inc and Lpl Financial LLC. Spencer holds a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Ohio. Hackman Financial Group is a financial advisory firm that has its headquarters in Cincinnati, OH. It oversees $235 million in assets across its 533 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 533 client accounts, 42% are held by high-net-worth investors who have at least $1 million in assets available to invest. Hackman Financial Group performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees billed by Hackman Financial Group can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hackman Financial Group Brokerage Details
$234,810,784
10
533
$440,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Spencer Work History
John has been registered as a financial advisor for 7 years.*
Hackman Financial Group, Inc
Lpl Financial LLC
Ameriprise Financial Services Inc
*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 John Spencer 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 Hackman Financial Group
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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.
