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Craig Douglas Hafer

WALSKY INVESTMENT MANAGEMENT INC·WYOMISSING, Pennsylvania
Unclaimed Profile
2650 WESTVIEW DRIVE, WYOMISSING, PA 19610-1187CRD# 4587391Firm CRD# 106991
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About

Craig Douglas Hafer is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with WALSKY INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
WALSKY INVESTMENT MANAGEMENT INC
WALSKY INVESTMENT MANAGEMENT INC
AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WALSKY INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4587391
Firm CRD# 106991
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Douglas Hafer offer?
Craig Douglas Hafer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Craig Douglas Hafer's credentials?
Craig Douglas Hafer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Douglas Hafer located?
Craig Douglas Hafer is based in WYOMISSING, Pennsylvania, working with WALSKY INVESTMENT MANAGEMENT INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Craig Douglas Hafer charge for services?
Craig Douglas Hafer'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 WALSKY INVESTMENT MANAGEMENT INC?
WALSKY INVESTMENT MANAGEMENT INC has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Karen Louise Kleffel — INSTITUTIONAL ADVISORS LLCH Anderson Ellsworth — INSTITUTIONAL ADVISORS LLCWilliam Andrew Morgan — HERBEIN WEALTH MANAGEMENT, L.L.C.Linda Sue Himeback — HERBEIN WEALTH MANAGEMENT, L.L.C.Richard Arlen Lord — INSTITUTIONAL ADVISORS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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