Hannah Flesch, financial advisor Fairlawn OH

Hannah Flesch

CRD Number: 6234784
Current Firm: Fidelity Personal And Workplace Advisors

Hannah Flesch (CRD# 6234784) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairlawn, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Fairlawn, OH Dec 2019 - Current 4
Ameriprise Financial Services, Inc. Cortland, OH Jun 2016 - Dec 2019 3
Robert W. Baird & Company Akron, OH Jul 2013 - Jun 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Hannah A. Flesch
Phone Number: 617-563-7000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • 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, VT, WA, WI, WV, WY

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