Jordan Hasenberg
Jordan Hasenberg is a registered investment advisor at Edelman Financial Engines, based in Eau Claire, WI, with 1 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
431 East Claremont Ave., Suite B, Eau Claire, WI, 54701
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan works as a 1099 contractor for Hasenberg Tax Services, preparing tax returns as an Enrolled Agent, which takes a significant amount of time seasonally. Jordan also manages commercial property for HBH Investments LLC for minimal time per month, and owns HasenbergPrints, dedicating a few hours per week to creating 3D printed items.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Hasenberg Financial Group
State Registrations1 state
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