Unclaimed Profile

Kelly Ann Hahn

HAHN FINANCIAL GROUP, INC.·SIOUX FALLS, South Dakota

SIE, Series 7, Series 24, Series 66ChFCClean record21 years registeredHAHN FINANCIAL GROUP, INC.

3101 S. PHILLIPS AVENUE, SIOUX FALLS, SD 57105CRD# 4632939Firm CRD# 169787

Profile Verification

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

Identity

Kelly Ann Hahn · SIOUX FALLS, SD

Registration

CRD #4632939 · HAHN FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

HAHN FINANCIAL GROUP

Jan 2014 – present

ONEAMERICA SECURITIES, INC.

Jul 2007 – Jan 2014

SIOUX FALLS, SD

THRIVENT INVESTMENT MANAGEMENT INC.

Aug 2004 – Nov 2006

SIOUX FALLS, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 18, 2004

Years registered · 21

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAHN FINANCIAL GROUP, INC.

CRD 169787 · SEC 801-80401

AUM

$122M

Regulatory assets under management

Employees

2,008 client accounts

Services offered by HAHN FINANCIAL GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HAHN FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Kelly Ann Hahn offer?

Kelly Ann Hahn specializes in Investment Management, Fee-Only Advisory. Contact their office in SIOUX FALLS, South Dakota for a consultation.

What are Kelly Ann Hahn's credentials?

Kelly Ann Hahn holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Ann Hahn located?

Kelly Ann Hahn is based in SIOUX FALLS, South Dakota, working with HAHN FINANCIAL GROUP, INC.. Their office serves clients in the SIOUX FALLS metropolitan area and surrounding communities.

How does Kelly Ann Hahn charge for services?

Kelly Ann Hahn'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 HAHN FINANCIAL GROUP, INC.?

HAHN FINANCIAL GROUP, INC. has approximately 17 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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