Hart Financial, LLC

Hart Financial, LLC (CRD# 116169) is a financial advisory firm headquartered in Des Moines, IA. They manage $70,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $560,000
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Hart Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian G. Hart
CRD#: 4469718
400 E. Locust Street, Suite 206, Des Moines, IA 50309
93
Wealthminder
score

Brian Hart (CRD# 4469718) is an Investment Advisor Representative working at Hart Financial, LLC in Des Moines, IA and has over 16 years of experience in the finance industry.

2
Julie A. Hart
CRD#: 4469720
400 E. Locust Street, Suite 206, Des Moines, IA 50309
93
Wealthminder
score

Julie Hart (CRD# 4469720) is an Investment Advisor Representative working at Hart Financial, LLC in Des Moines, IA and has over 16 years of experience in the finance industry.

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