EH
EH

Elizabeth Hagen

2 Years of Experience
Stoughton, WI
Broker

Elizabeth Hagen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stoughton, WI, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Stoughton, WI

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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

Elizabeth works as a registered assistant and office manager for The Westhoff Group since November 2024. This takes about half of her time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
State Registrations24 states
AZCACOFLGAHIIAIDILMOMTNMNVNYOHORPASCTXUTVAWAWIWY
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.