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Ken Michael Hanes

Chf Wealth Management, LLC

Lafayette, LA

CRD 4833575

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Employer firm

Chf Wealth Management, LLC CRD 139331

195 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Chf Wealth Management, Llc

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2011-08-15
  • LA RA
    APPROVED
    Since 2011-08-15

Branch Locations

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clark, Hanes & Faul, Llc Lafayette LA 02/2003 Present
Chf Wealth Management, Llc Lafayette LA 12/2008 Present
Other Businesses

CLARK, HANES & FAUL LLC; CPA FIRM; CPA; HIRED 02/01/2003; 120 HRS/MONTH; 7HRS DEVOTED TO THIS BUSINESS DURING TRADING HOURS. KEN M. HANES CPA, LLC ; TAX & FINANCIAL PLANNING;PRESIDENT; BEGAN 12/1/2005; 10 HOURS/MONTH; 0 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-23
  • S66 Uniform Combined State Law Examination
    2004-11-23
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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