HM
HM

Hannah Mcspadden

7 Years of Experience
Leawood, KS
Broker

Hannah Mcspadden is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Leawood, KS, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

3401 College Blvd, Leawood, KS, 66211

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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 Activities

Hannah owns Lake Love Rentals LLC, established in 2021 to manage a condo rental at the Lake of the Ozarks, dedicating minimal time. She also owns another rental property since 2023, spending minimal time on it.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - Present · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Edward Jones
August 2018 - April 2021 · 2 yrs 8 mos
Edward JonesBroker
August 2018 - April 2021 · 2 yrs 8 mos
State Registrations22 states
AKAZCACOFLGAIAILKSMIMNMONCNVNYOKORPATNTXVAWA
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.
Hannah Mcspadden - Financial Advisor | TrueAdvisor