Troy Allen Von Haefen
TH
CFP
Troy Allen Von Haefen
TH
CFP

Troy Haefen

22 Years of Experience
Nashville, TN

Troy Haefen is a CFP-designated registered investment advisor at Von Haefen Financial Management, based in Nashville, TN, with 22 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Financial Planning & Coaching, and 3 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

VFM makes investment recommendations but does not provide ongoing investment management. Clients implement recommendations themselves.

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Troy Allen Von Haefen
TH
Troy Haefen

Location

Nashville, TN

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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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Employment History
Current Registrations
Von Haefen Financial Management
March 2004 - Present · 22 yrs 1 mo
State Registrations3 states
ILLATN
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.
Troy Allen Von Haefen
TH
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Troy Haefen