Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cullen Hackler is a financial advisor who has been in the industry since 2003. Jeffrey currently works for Fortis Group Advisors LLC. Jeffrey has experience in the financial services industry with previous experience working with THRIVENT INVESTMENT MANAGEMENT INC, INVEST FINANCIAL CORPORATION, C.R.I. SECURITIES, INC, and SECURIAN FINANCIAL SERVICES, INC. Jeffrey has successfully passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Jeffrey is registered to offer investment advice in Colorado, Georgia, and Minnesota. Jeffrey specializes in providing financial advice to individuals and small businesses.
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.
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
MN
07/01/2020 - Present
Fortis Group Advisors LLC (COLOGNE MN)
MN
06/17/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (WACONIA MN)
MN
10/22/2004 - 06/22/2016
THRIVENT INVESTMENT MANAGEMENT INC. (COLOGNE MN)
MN
11/01/2002 - 06/10/2004
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
11/01/2002 - 06/10/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 11/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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