Deirdre Hafen

Advisory Alpha, LLC

14 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing

Advisory Alpha, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

13,126 clients

Average Client Portfolio

$264K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:None

Location

201 North Edison, Suite 227, Kennewick, WA, 99336

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History

Regulatory History (1)

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Regulatory

December 2010

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Deirdre owns Hafen Financial, providing financial services and consulting. She also sells fixed insurance products through Hafen Financial, dedicating full-time hours to both activities.

Employment History

Current Registrations

Advisory Alpha, LLC

February 2025 - Present · 1 yr

Previous Registrations

Tucker Asset Management LLC

January 2016 - May 2025 · 9 yrs 4 mos

Brookstone Capital Management LLC

April 2011 - January 2016 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.