Milo Hanke, financial advisor San Francisco CA
96 score

Milo Hanke

CRD Number: 1221718
Current Firm: Hanke & Company Wealth Management, LLC

Milo Hanke (CRD# 1221718) is an Investment Advisor Representative working at Hanke & Company Wealth Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry. Milo Hanke 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.

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Professional Designations
Company Name Location Dates Years
Hanke & Company Wealth Management, LLC San Francisco, CA Mar 2017 - Current 1
Milo F. Hanke; Sole Proprietor San Francisco, CA Dec 2003 - Current 14
Lpl Financial, Llc Dba Hanke & Company Wealth Management, LLC San Francisco, CA Dec 1997 - Mar 2017 19
Lpl Financial, Llc Dba Hanke & Company Wealth Management, LLC San Francisco, CA Sep 1991 - Mar 2017 25
Milo F. Hanke; Sole Proprietor San Francisco, CA Dec 1983 - Mar 2017 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Contact Info for Milo F. Hanke
Phone Number: 415-781-6300
Registered State(s):
  • CA
  • TX
  • HI
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $355,302
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, HI, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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