BH
ChFC
BH
ChFC

Blake Everett Hahn

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

1650 Madison Avenue Suite 107, Mankato, MN, 56001

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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

Blake operates his LPL business under the name Blake Hahn Financial Group, dedicating nearly full-time hours to it. He also engages in real estate rental activities and sells non-variable insurance, dedicating minimal time to each.

Employment History
Current Registrations
Fortis Group Advisors LLC
February 2018 - Present · 8 yrs
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
August 2018 - February 2019 · 6 mos
LPL Financial LLC
February 2018 - July 2018 · 5 mos
Invest Financial CorporationBroker
January 2012 - February 2018 · 6 yrs 1 mo
Invest Financial Corporation
January 2012 - February 2018 · 6 yrs 1 mo
Thrivent Investment Management INC.
August 2006 - December 2007 · 1 yr 4 mos
Thrivent Investment Management INC.Broker
July 2002 - January 2012 · 9 yrs 6 mos
Lutheran Brotherhood Securities CORP.Broker
May 1999 - July 2002 · 3 yrs 2 mos
State Registrations9 states
FLMAMNNDOHRISCTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.