Hannah Walsh

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 01/2013 → 02/2018
  Thrivent Financial For Lutherans
  Appleton, WI
• 02/2018 → 04/2018
  Bernicke Wealth Management, Ltd
  Altoona, WI
• 03/2018 → 04/2018
  Triad Advisors
  Norcross, GA
• 06/2018 → 05/2021
  Cliftonlarsonallen Wealth Advisors Llc
  Eau Claire, WI
• 06/2021 → 02/2022
  Hasenberg Financial Group
  Eau Claire, WI
• 02/2022 → 08/2023
  Unemployed
  Eau Claire, WI
• 08/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-06-07 → 2022-03-03
  Osaic Wealth, Inc.
  Eau Claire, WI
• 2018-06-12 → 2021-05-03
  Cliftonlarsonallen Wealth Advisors, Llc
  Eau Claire, WI
  Minneapolis, MN
  Minneapolis, MN
• 2012-10-18 → 2018-02-07
  Thrivent Investment Management Inc.
  Madison, WI
  Eau Claire, WI
  Eau Claire, WI

Other Businesses

Vision Forward Properties, LLC Type: Residential Rental Properties Date: 10/01/18 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: General landlord/tenant responsibilities. Mostly passive involvement. City-State: Pepin WI

Exams

• S66 Uniform Combined State Law Examination
  2012-10-17

Designations

• Certified Financial Planner

Other Names

• Hannah Elizabeth Walsh