Joanne Hackenburg
Joanne Hackenburg is a registered investment advisor at Seacrest Wealth Management, LLC, based in Vero Beach, FL, with 44 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
Vero Beach, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1992Customer Dispute
April 1991Other Business Activities
Joanne has been dually-registered with Seacrest Wealth Management and Purshe Kaplan Sterling Investments, Inc. since 2009. Approximately 90% of Joanne's time is spent as an investment advisor representative, with the remainder as a registered representative.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Sandgrain Securities, INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
Herzog, Heine, Geduld, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.