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Savannah Hanepen

11 Years of Experience
Phoenix, AZ
Broker

Savannah Hanepen is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 11 years of industry experience. Savannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Savannah works as a print model and/or takes on small acting roles with Signature Models and Talent Agency. She also works full-time for Matter Wealth Advisors, a DBA for Cetera Business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
April 2017 - June 2019 · 2 yrs 2 mos
MML Investors Services, LLCBroker
July 2016 - April 2017 · 9 mos
Foresters Financial Services, INC.Broker
August 2014 - June 2016 · 1 yr 10 mos
State Registrations17 states
AZCACOFLHIILINKYMNNENVOHOKSCTXVAWA
AdvisorBrokerBoth

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.