VH
CFP · ChFC
VH
CFP · ChFC

Verlyn Hahn

22 Years of Experience
Sioux Falls, SD
Sells Insurance

Verlyn Hahn is a CFP, ChFC-designated registered investment advisor at Hahn Financial Group, based in Sioux Falls, SD, with 22 years of industry experience. Verlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,861 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,861 clients
Average Client Portfolio
$101K average
Assets Under Management
$188.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.75%
$50K - $200K1.50%
$200K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

The annual Fee may be negotiable based on the amount of assets, the investments to be utilized and the complexity of the account. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1000 E. 41st St., Sioux Falls, SD, 57105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Verlyn is the President of Hahn Financial Group, where he works as an insurance agent selling individual and group insurance, dedicating about a quarter of his time. He is also involved with Employer Referral Group, Hahn Financial Group NMO, Marvin M. Schwan Charitable Foundation, and Wisconsin Lutheran College.

Employment History
Current Registrations
Hahn Financial Group
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Oneamerica Securities, INC.
June 2007 - January 2014 · 6 yrs 7 mos
Thrivent Investment Management INC.
March 2003 - November 2006 · 3 yrs 8 mos
State Registrations2 states
SDTX
Advisor

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.

Exams
No exam information available for this advisor.