Wakefield Hare, financial advisor Savannah MO
96 score

Wakefield Hare

CRD Number: 5290342
Current Firm: Greater Than Financial

Wakefield Hare (CRD# 5290342) is an Investment Advisor Representative working at Greater Than Financial in Savannah, MO and has over 10 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.

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Professional Designations
Company Name Location Dates Years
Greater Than Financial LLC Savannah, MO Sep 2015 - Current 2
Berthel Fisher & Company Financial Services Inc. St. Joseph, MO May 2008 - Dec 2015 7
Den Ouden & Associates St. Joseph, MO May 2008 - Dec 2010 2
Berthel Fisher & Company Financial Services Inc. St. Joseph, MO Jun 2007 - May 2008 < 1
Den Ouden & Associates St Charles, MO Jan 2007 - May 2008 1
Northwest Missouri State College Maryville, MO Aug 2004 - May 2008 3
Def Jam Disc Jockey Services Barnard, MO May 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Wakefield W. Hare
Phone Number: 816-663-9015
Registered State(s):
  • MO
Current Firm Details
Greater Than Financial
Firm's CRD Number: 281703
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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