Kelly
Hahn
Hahn Financial Group
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About this Advisor
Kelly Hahn is a chartered financial consultant operating in Sioux Falls, South Dakota with a total of 9 years of industry experience. Hahn works at Hahn Financial Group. Throughout their career, they have worked at American United Life, Oneamerica Securities, Gradient Securites, LLC, Hahn Financial Group, Inc, One America Securities, Hahn Holding I, LLC and Hahn Holding Ii, LLC. Hahn has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in South Dakota and Texas. Hahn Financial Group is an advisory company based in Sioux Falls, SD. It oversees $84 million in assets between its 1,503 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 1,503 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a broad assortment of services, such as portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees are based on the financial services provided. Fee types billed by Hahn Financial Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hahn Financial Group Brokerage Details
$83,875,828
15
1,503
$55,806
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kelly Hahn Work History
Kelly has been registered as a financial advisor for 9 years.*
Hahn Financial Group, Inc
Hahn Financial Group, Inc
Hahn Holding I, LLC
Hahn Holding Ii, LLC
Gradient Securites, LLC
American United Life
Oneamerica Securities
One America Securities
*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 Kelly 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 Hahn Financial Group
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
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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