Glen Hahlen, financial advisor Uniontown OH

Glen Hahlen

CRD Number: 5919537
Current Firm: Captrust

Glen Hahlen (CRD# 5919537) is an Investment Advisor Representative working at Captrust in Uniontown, OH and has 1 year of experience in the finance industry. Glen Hahlen 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
Capfinancial Partners, LLC Raleigh, NC May 2019 - Current 4
Cornerstone Capital Advisors Uniontown, OH May 2006 - May 2019 13

Glen Hahlen has no recent exams reported.
Contact Info for Glen Hahlen
Phone Number: 919-870-6822
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY

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