Unclaimed Profile

John Thomas Hagensen

KEYSTONE WEALTH PARTNERS, LLC·CHANDLER, Arizona

Series 7, Series 63, Series 66Clean record16 years registeredKEYSTONE WEALTH PARTNERS, LLC

2701 W QUEEN CREEK RD, CHANDLER, AZ 85248CRD# 5657096Firm CRD# 171811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Thomas Hagensen · CHANDLER, AZ

Registration

CRD #5657096 · KEYSTONE WEALTH PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEYSTONE WEALTH PARTNERS, LLC

CREATIVE PLANNING

Mar 2022 – Mar 2025

Gilbert, AZ

KEYSTONE WEALTH PARTNERS LLC

Aug 2014 – Oct 2022

CHANDLER, AZ

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Jan 2010 – Jul 2014

BISMARCK, ND

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 13, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYSTONE WEALTH PARTNERS, LLC

CRD 171811 · SEC 801-113378

AUM

$644M

Regulatory assets under management

Employees

3,407 client accounts

Services offered by KEYSTONE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYSTONE WEALTH PARTNERS, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHANDLER?

Browse all registered financial advisors in CHANDLER, Arizona or claim this profile if it's yours.

Browse CHANDLER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Thomas Hagensen offer?

John Thomas Hagensen specializes in Financial Planning, Investment Management.

What are John Thomas Hagensen's credentials?

John Thomas Hagensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Thomas Hagensen located?

John Thomas Hagensen is based in CHANDLER, Arizona, last registered with KEYSTONE WEALTH PARTNERS, LLC.

How does John Thomas Hagensen charge for services?

John Thomas Hagensen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTONE WEALTH PARTNERS, LLC?

KEYSTONE WEALTH PARTNERS, LLC has approximately 32 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →