HW
HW

Hanna Wroblewski

1 Year of Experience
Leawood, KS
May Earn CommissionSells Insurance

Hanna Wroblewski is a registered investment advisor at 49 Financial, based in Leawood, KS, with 1 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,989 clients with $870M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$292K average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

49 Wealth Management charges a maximum of 1.65% of your portfolio's value annually for investment management. This fee is negotiable and may vary based on the size of your account, the complexity of your portfolio, and the level of activity in the account. The fee is paid quarterly in advance.

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Location

6550 Sprint Parkway, Leawood, KS, 66251

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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 ActivitiesSells Insurance

Hanna is a fixed insurance agent involved in investment-related activities. This takes about a quarter of her time.

Employment History
Current Registrations
49 Financial
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
KS
Advisor

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.
Hanna Wroblewski - Financial Advisor | TrueAdvisor