Allan Hibbard, financial advisor Manitowoc WI

Allan Hibbard

CRD Number: 1561324
Current Firm: Osaic Wealth, Inc.

Allan Hibbard (CRD# 1561324) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manitowoc, WI and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Manitowoc, WI Jan 2024 - Current < 1
Hibbard Financial Manitowoc, WI Jan 2002 - Current 22
Woodbury Financial Services Manitowoc, WI Jul 2007 - Jan 2024 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Allan W. Hibbard
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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, WY

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