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Robert Lee Hackenberg

Northeast Financial Group, Inc.

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About Robert Lee Hackenberg

Robert Hackenberg is an investment advisor representative associated with Northeast Financial Group, Inc., where Robert has been employed since January 1998. Robert also has previous experience with Leigh Baldwin & Co., LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Robert is registered with the state of Pennsylvania, and has a Series 6, Series 7, Series 63, and Series 65 license. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robert also provides selection of other advisors and portfolio management for pooled investment vehicles.

Firm Information

Robert Hackenberg is currently registered with Northeast Financial Group, Inc.. Northeast Financial Group, Inc. is an investment advisor based in Allentown, Pennsylvania, with approximately $1 billion - $10 billion in assets under management. They provide a range of advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They serve a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.
Northeast Financial Group, Inc.

3435 WINCHESTER ROAD

ALLENTOWN, PA 18104

$1.00B

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Hackenberg’s Registration & Firm History

PA

07/20/1998 - Present

Northeast Financial Group, Inc. (TANNERSVILLE PA)

PA

04/17/2009 - 02/13/2015

LEIGH BALDWIN & CO., LLC (TANNERSVILLE PA)

PA

10/25/1982 - 04/17/2009

AXA ADVISORS, LLC (TANNERSVILLE PA)

NY

10/25/1982 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/23/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Lee Hackenberg. Review regulatory record here.
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