James HankenhofCRD Number: 6131941
Current Firm: Plante Moran Financial Advisors
James Hankenhof (CRD# 6131941) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Columbus, OH and has over 5 years of experience in the finance industry. James Hankenhof has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Plante Moran Financial Advisors||Columbus, OH||Aug 2012 - Current||5|
|Flyer Enterprises||Dayton, OH||Aug 2007 - May 2012||4|
|Plante Moran Financial Advisors||Columbus, OH||Jun 2011 - Aug 2011||< 1|
|Marathon Oil Corp.||Findlay, OH||May 2010 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management13,208MILLIONS
Total Number of Accounts11,907ACCOUNTS
Average Account Value$1,109,274
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI