Rafia Khushbakht Hasan

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2017
  Hewins Financial Advisors Llc
  Chicago, IL
• 11/2017 → 05/2018
  Hewins Financial Advisors Llc
  Chicago, IL
• 06/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Chicago, IL
• 07/2023 → Present
  Perigon Wealth Management, Llc
  Oak Park, IL
• 10/2022 → 07/2023
  Self-Employed
  Oak Park, IL

Previous Registrations

• 2014-12-05 → 2022-10-04
  Wipfli Financial Advisors, Llc
  Westchester, IL
  Oak Brook, IL
  Milwaukee, WI
  Chicago, IL
  Chicago, IL
• 2014-03-25 → 2014-09-05
  Cogent Strategic Wealth Llc
  Chicago, IL
• 2011-10-06 → 2012-07-18
  Dimensional Fund Advisors Lp
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30

Designations

• Certified Financial Planner
• Chartered Financial Analyst