Hagen Pruemm (CRD# 6602242) is an Investment Advisor Representative working at SIS Financial Group in Hoffman Estates, IL and has 14 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sis Financial Group, Inc. | Hoffman Estates, IL | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- AZ
- CA
- CO
- FL
- GA
- ID
- IL
- IN
- IA
- NC
- SC
- TX
- UT
- VA
- WI
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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