Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Kristyne Hahn is a financial advisor in Appleton, WI. April has been working in the financial services industry since July 2014 and is currently registered with ON Investment Management Co. April has held previous positions at INVESTMENT CENTERS OF AMERICA, INC. and SII INVESTMENTS, INC. She holds Series 66, Series 24, Series 7 and SIE licenses. April specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. April's firm, ON Investment Management Co., has offices in Cincinnati, OH and provides a variety of financial services including portfolio management, financial planning, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/16/2017 - Present
ON Investment Management Co. (Appleton WI)
WI
09/09/2014 - 09/27/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
06/18/2014 - 09/27/2017
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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