Deirdre Hafen, financial advisor Walla Walla WA
73 score

Deirdre Hafen

CRD Number: 5915660
Current Firm: Tucker Asset Management LLC

Deirdre Hafen (CRD# 5915660) is an Investment Advisor Representative working at Tucker Asset Management LLC in Walla Walla, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tucker Asset Management LLC Walla Walla, WA Jan 2016 - Current < 1
Retirement Integrity Resources Walla Walla, WA Jan 2010 - Current 6
Independent Agent Walla Walla, WA Aug 1996 - Jan 2010 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Deirdre Hafen
Phone Number: 303-734-1234
Firm Website:
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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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