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Scott Richard Jensen

HARDY & HARDY CO LLC·LIMA, Ohio
SIE, Series 6, Series 7, Series 63, Series 65Clean record18 years registeredHARDY & HARDY CO LLC
3605 SHAWNEE ROAD, LIMA, OH 45806CRD# 3134571Firm CRD# 145088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Richard Jensen · LIMA, OH
Registration
CRD #3134571 · HARDY & HARDY CO LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

Aug 2008present
Aug 2007Dec 2008
LIMA, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 28, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARDY & HARDY CO LLC
CRD 145088 · SEC 801-129299
AUM
$206M
Regulatory assets under management
Employees
2
207 client accounts
Services offered by HARDY & HARDY CO LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Scott Richard Jensen offer?
Scott Richard Jensen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LIMA, Ohio for a consultation.
What are Scott Richard Jensen's credentials?
Scott Richard Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Richard Jensen located?
Scott Richard Jensen is based in LIMA, Ohio, working with HARDY & HARDY CO LLC. Their office serves clients in the LIMA metropolitan area and surrounding communities.
How does Scott Richard Jensen charge for services?
Scott Richard Jensen'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 HARDY & HARDY CO LLC?
HARDY & HARDY CO LLC has approximately 2 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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