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Jakki Lynn Haussler

OPUS CAPITAL GROUP, LLC·CINCINNATI, Ohio
Unclaimed Profile
221 EAST 4TH STREET, CINCINNATI, OH 45202CRD# 4376194Firm CRD# 106528
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPUS CAPITAL GROUP, LLC
OPUS CAPITAL MANAGEMENT
AUM
$1.1B
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4376194
Firm CRD# 106528
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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