Whitney Hagenstad (CRD# 7253050) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citibank | West Palm Beach, FL | Sep 2021 - Current | < 1 |
| Bae Systems | Mclean, VA | May 2021 - Sep 2021 | < 1 |
| University Of Florida | Gainesville, Fl, FL | May 2017 - May 2021 | 4 |
| Northwestern Mutual | Boca Raton, FL | May 2020 - Aug 2020 | < 1 |
| Liquid Ginger | Gainesville, FL | Oct 2019 - Mar 2020 | < 1 |
| Christina's | Delray Beach, FL | May 2019 - Aug 2019 | < 1 |
| Ben And Jerry's | Delray Beach, FL | Aug 2016 - May 2017 | < 1 |
| Atlantic Community High School | Delray Beach, FL | May 2013 - May 2017 | 4 |
| Boca Community Middle School | Boca Raton, FL | Aug 2011 - May 2013 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- FL
-
Total Assets Under Management43,883MILLIONS
-
Total Number of Accounts54,186ACCOUNTS
-
Average Account Value$809,861
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.