Ken Hanes (CRD# 4833575) is an Investment Advisor Representative working at Chf Wealth Management, LLC in Lafayette, LA and has over 19 years of experience in the finance industry. Ken Hanes 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.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chf Wealth Management, LLC | Lafayette, LA | Dec 2008 - Current | 15 |
| Clark, Hanes & Faul, LLC | Lafayette, LA | Feb 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- LA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, TX
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