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500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services Dba Hafele Investments | Louisville | KY | 02/2025 | 06/2026 |
| Pricewaterhousecoopers | Chicago | IL | 03/2021 | 01/2025 |
| Pricewaterhousecoopers | Indianapolis | IL | 09/2017 | 03/2021 |
| Butler University | Indianapolis | IN | 08/2012 | 08/2017 |
| Hafele Investments | Louisville | KY | 06/2026 | Present |
Hafele Funds Management LLC, investment-related, 500 North Hurstbourne Parkway, Suite 425, Louisville, KY 40222. LLC for our Senior Living Fund Series, position: managing member helping to oversee the offerings, start data Feb. 2025, 10 hours per month, 10 during business hours.
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