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Hackett Financial Group, LLC CRD 141656
$159M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
840 East Summit Drive, Wimberley, TX 78676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2016 | 11/2017 |
| Wells Fargo Clearing Services Llc | San Antonio | TX | 11/2017 | 05/2024 |
| Hackett Financial Group Llc | Wimberley | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
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