Von Haefen Financial Management

Von Haefen Financial Management (CRD# 130564) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
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.


Financial Advisors at Von Haefen Financial Management
Showing 1 - 1 of 1 top financial advisors.
Troy A. Von Haefen
CRD#: 4762514
Nashville, TN

Troy Von Haefen (CRD# 4762514) is an Investment Advisor Representative working at Von Haefen Financial Management in Nashville, TN and has 1 year of experience in the finance industry. Troy Von Haefen 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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