Jeffrey Hackler, financial advisor Cologne MN
93 score

Jeffrey Hackler

CRD Number: 4581929
Current Firm: Invest Financial Corporation

Jeffrey Hackler (CRD# 4581929) is an Investment Advisor Representative working at Invest Financial Corporation in Cologne, MN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Jun 2016 - Current < 1
Thrivent Financial For Lutherans Appleton, WI Jul 2004 - Jun 2016 11
Thrivent Investment Management Inc. Cologne, MN Jul 2004 - Jun 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Jeffrey C. Hackler
Phone Number: (813) 880-5300
Registered State(s):
  • CO
  • GA
  • PA
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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