Steven
Nguyen

Hackman Financial Group

CRD#2502027
Investment Advisor
in Cincinnati, OH

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About this Advisor

Steven Nguyen is a financial advisor based in Cincinnati, Ohio, working with Hackman Financial Group. Steven has previously held positions at Lpl Financial LLC and Hackman Financial Group, Inc. Steven has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Steven is part of Hackman Financial Group, which operates out of Cincinnati, Ohio. The firm has 10 employees and manages assets totaling $271.8 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 Hackman Financial Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7355 E. Kemper Road
Cincinnati, OH 45249

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Hackman Financial Group Brokerage Details

Total Assets Under Management

$271,808,870

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

10

OH Average: 34
Total Number of Accounts

603

OH Average: 1,972
Average Account Size

$450,761

OH Average: $1,068,125

Investment Advisory Services

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

Steven Nguyen Work History

2016 - Present (8 years)

Hackman Financial Group, Inc

2009 - Present (15 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Steven Nguyen 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

Stephen Hackman
Cincinnati, OH
Steven Nguyen
Cincinnati, OH
Joseph Jones
Cincinnati, OH
John Spencer
Cincinnati, OH

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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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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