Unclaimed Profile

Bryan Patrick Hasling

LODESTAR PRIVATE ASSET MANAGEMENT LLC·ALAMO, California

Series 65Clean record11 years registeredLODESTAR PRIVATE ASSET MANAGEMENT LLC

3201 DANVILLE BLVD, ALAMO, CA 94507CRD# 6360031Firm CRD# 107638

Profile Verification

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

Identity

Bryan Patrick Hasling · ALAMO, CA

Registration

CRD #6360031 · LODESTAR PRIVATE ASSET MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

MODERN FINANCIAL PLANNING

Jun 2023 – present

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Jun 2020 – Jun 2023

ALAMO, CA

JW HARRISON FINANCIAL, INC.

Mar 2015 – Jun 2020

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 13, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

CRD 107638 · SEC 801-37511

AUM

$980M

Regulatory assets under management

Employees

1,687 client accounts

Services offered by LODESTAR PRIVATE ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTAR PRIVATE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Patrick Hasling offer?

Bryan Patrick Hasling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALAMO, California for a consultation.

What are Bryan Patrick Hasling's credentials?

Bryan Patrick Hasling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Patrick Hasling located?

Bryan Patrick Hasling is based in ALAMO, California, working with LODESTAR PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Bryan Patrick Hasling charge for services?

Bryan Patrick Hasling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTAR PRIVATE ASSET MANAGEMENT LLC?

LODESTAR PRIVATE ASSET MANAGEMENT LLC has approximately 8 employees and manages $980M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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