Unclaimed
Hanna Kettelhut is a financial advisor with LPL Financial LLC, a large independent broker-dealer. Hanna is registered with the state of Minnesota as an Investment Advisor Representative. Hanna Kettelhut holds the Series 7, Series 63, Series 66, and SIE securities licenses. Hanna is a registered representative of LPL Financial LLC and is experienced in providing financial planning and investment advice to individuals, families, and businesses. Hanna also works with a variety of client types, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/18/2022 - Present
LPL Financial LLC (ALEXANDRIA MN)
TX
10/03/2019 - 12/22/2020
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
IL
09/07/2018 - 09/09/2019
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
ND
12/13/2017 - 07/31/2018
WOODBURY FINANCIAL SERVICES, INC. (FARGO ND)
BOTH
Issued 08/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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