Justin Haschke (CRD# 6335271) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Granbury, TX and has over 9 years of experience in the finance industry. Justin Haschke 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# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cwm, Llc Dba Carson Group Partners | Omaha, NE | Feb 2019 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2019 - Current | 5 |
| Compassion Counseling Center, Inc. | Stephenville, TX | May 2016 - Current | 7 |
| Rental | Stephenville, TX | May 2015 - Current | 8 |
| Stephenville Economic Development Foundation Inc. | Stpehenville, TX | May 2015 - Current | 8 |
| Boucher, Morgan & Young, Cpa | Stephenson, TX | Jan 2009 - Current | 15 |
| Bmy Financial Securities, Inc Dba Bmy Wealth Management Group | Stephenville, TX | Jan 2008 - Current | 16 |
| Erath County Child Welfare Board | Stephenville, TX | May 2011 - Apr 2023 | 11 |
| Lpl Financial | Stephenville, TX | Jul 2014 - Feb 2019 | 4 |
| Boucher, Morgan & Young, Cpa | Stephenville, TX | Sep 2009 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.