Wakefield Hare (CRD# 5290342) is an Investment Advisor Representative working at Greater Than Financial in Savannah, MO and has over 16 years of experience in the finance industry. Wakefield Hare 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# 4572092
Wells Fargo Advisors
CRD# 5927442
Prospurpose Wealth
CRD# 6692267
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greater Than Financial LLC | Savannah, MO | Sep 2015 - Current | 8 |
| Berthel Fisher & Company Financial Services Inc. | St. Joseph, MO | May 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- MO
- TX
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts440ACCOUNTS
-
Average Account Value$88,137
- 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
- Selection of other advisers (including private fund managers)
MO, TX
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