Gerald Hagman Jr, financial advisor Rice Lake WI
90 score

Gerald Hagman Jr

CRD Number: 1797735
Current Firm: Invest Financial Corporation

Gerald Hagman Jr (CRD# 1797735) is an Investment Advisor Representative working at Invest Financial Corporation in Rice Lake, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Tampa, FL Mar 2014 - Current 2
Unemployed Sarona, WI Jul 2013 - Mar 2014 < 1
Various Insurance Carriers For W&r Insurance Agencies Sarona, WI Nov 2012 - Jul 2013 < 1
Waddell & Reed, Inc. Rice Lake, WI Nov 2012 - Jul 2013 < 1
Avatar Securities, LLC New York, NY Aug 2011 - Nov 2012 1
Advanced Equities Inc. Chicago, IL Mar 2011 - Aug 2011 < 1
Self Employed Libertyville, IL May 2002 - Mar 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Gerald E. Hagman Jr
Phone Number: (813) 880-5300
Registered State(s):
  • AZ
  • CO
  • FL
  • ID
  • MI
  • MN
  • NC
  • WI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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