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Hayley Rose Akre

NORTH POINT FINANCIAL PLANNERS·BISMARCK, North Dakota
SIE, Series 7, Series 66Clean record11 years registeredNORTH POINT FINANCIAL PLANNERS
4401 COLEMAN STREET - SUITE 103, BISMARCK, ND 58503CRD# 6314204Firm CRD# 289180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hayley Rose Akre · BISMARCK, ND
Registration
CRD #6314204 · NORTH POINT FINANCIAL PLANNERS · 11 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT ADVISOR ALLIANCE, LLC
Jan 2023 – present
LPL FINANCIAL LLC
Oct 2015 – present
INDEPENDENT ADVISOR ALLIANCE, LLC
Nov 2021 – Jan 2023
CHARLOTTE, NC
THRIVENT INVESTMENT MANAGEMENT INC.
Jan 2015 – Oct 2015
Bismark, ND
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 26, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH POINT FINANCIAL PLANNERS
CRD 289180 · SEC 801-111044
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by NORTH POINT FINANCIAL PLANNERS
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 NORTH POINT FINANCIAL PLANNERS →
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05

Frequently Asked Questions

What services does Hayley Rose Akre offer?
Hayley Rose Akre specializes in Financial Planning, Investment Management. Contact their office in BISMARCK, North Dakota for a consultation.
What are Hayley Rose Akre's credentials?
Hayley Rose Akre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hayley Rose Akre located?
Hayley Rose Akre is based in BISMARCK, North Dakota, working with NORTH POINT FINANCIAL PLANNERS. Their office serves clients in the BISMARCK metropolitan area and surrounding communities.
How does Hayley Rose Akre charge for services?
Hayley Rose Akre'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 NORTH POINT FINANCIAL PLANNERS?
NORTH POINT FINANCIAL PLANNERS has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTH POINT FINANCIAL PLANNERS

James Andrew Frigstad
BISMARCK, ND
CFPChFC
Nicholas Guy Wiedrich
BISMARCK, ND
Jonathan Keith Haugen
BISMARCK, ND

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