Unclaimed Profile

Jakki Lynn Haussler

OPUS CAPITAL GROUP, LLC·CINCINNATI, Ohio

Clean recordOPUS CAPITAL GROUP, LLC

221 EAST 4TH STREET, CINCINNATI, OH 45202CRD# 4376194Firm CRD# 106528

Profile Verification

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

Identity

Jakki Lynn Haussler · CINCINNATI, OH

Registration

CRD #4376194 · OPUS CAPITAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jakki Lynn Haussler is a registered financial advisor based in CINCINNATI, Ohio, affiliated with OPUS CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jakki

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

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

Firm Overview

Firm

OPUS CAPITAL GROUP, LLC

OPUS CAPITAL MANAGEMENT

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPUS CAPITAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4376194

Firm CRD# 106528

View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

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

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jakki Lynn Haussler offer?

Jakki Lynn Haussler specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Jakki Lynn Haussler's credentials?

Jakki Lynn Haussler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jakki Lynn Haussler located?

Jakki Lynn Haussler is based in CINCINNATI, Ohio, working with OPUS CAPITAL GROUP, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Jakki Lynn Haussler charge for services?

Jakki Lynn Haussler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPUS CAPITAL GROUP, LLC?

OPUS CAPITAL GROUP, LLC has approximately 8 employees and manages $1.1B 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 →