Renee'
Hasenoehrl

Northcape Wealth Management

CRD#4491895
Investment Advisor
in Buffalo, NY

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About this Advisor

Renee' Hasenoehrl is a financial advisor based in Buffalo, New York, working with Northcape Wealth Management. Renee' has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Northcape Wealth Management. Renee' has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Renee' is part of Northcape Wealth Management, which operates out of Buffalo, New York. The firm has 1 office and 6 employees. The firm manages assets totaling $565.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Northcape Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6565 Main Street
Buffalo, NY 14221

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Northcape Wealth Management Brokerage Details

Total Assets Under Management

$565,612,204

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

1,379

NY Average: 3,892
Average Account Size

$410,161

NY Average: $1,917,921

Investment Advisory Services

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

Renee' Hasenoehrl Work History

2021 - Present (3 years)

Northcape Wealth Management

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Renee' Hasenoehrl 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 Northcape Wealth Management

Renee' Hasenoehrl
Buffalo, NY
Patrick Markey
Buffalo, NY
Kenji Kimura
Buffalo, NY
Erik O'Neill
Buffalo, NY

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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