Hannah Chavez (CRD# 6739973) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Strategies, Inc. | Brookfield, WI | Jun 2017 - Current | 6 |
| The Tranel Financial Group | Libertyville, IL | Mar 2017 - May 2017 | < 1 |
| Starbucks | Kenosha, WI | Oct 2016 - May 2017 | < 1 |
| Carthage College | Kenosha, WI | Sep 2013 - May 2017 | 3 |
| Carthage College | Kenosha, WI | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- WI
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$240,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, IL, WI
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