linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carl Wilfred Hafele

Private Client Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carl? Claim Your Profile

About Carl Wilfred Hafele

Carl Wilfred Hafele is a financial advisor registered in Florida and Kentucky. Carl is a Chartered Financial Analyst and has been in the industry since June 2014. Carl currently works at Private Client Services, LLC. Carl has a background in education and has worked as an instructor at Bellarmine University for over 20 years. In addition to working at Private Client Services, LLC, Carl is also involved in several other business ventures. Carl has experience providing financial planning, portfolio management and educational seminars for individuals, businesses and pension plans. Carl has been recognized for his expertise in investments and has been featured in several publications. Carl is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Carl Hafele is currently registered with Private Client Services, LLC. Private Client Services, LLC is a Limited Liability Company formed in February 2001. Headquartered in Louisville, KY, the firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With over 50 licensed agents, investment advisor representatives, and registered representatives, the firm manages approximately $845 million in assets for over 2,890 clients. The firm is registered with the SEC and in all 50 states plus the Virgin Islands.
Private Client Services, LLC

2225 LEXINGTON ROAD

LOUISVILLE, KY 40206

$845.81M

Assets Under Management

26

Total Clients

140

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carl Hafele’s Registration & Firm History

KY

05/02/2022 - Present

Private Client Services, LLC (Louisville KY)

Not sure if Carl Wilfred Hafele is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Wilfred Hafele.
Not sure if Carl Wilfred Hafele is right for you?