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Maren Phyllis Hagberg

Navy Federal Investment Services, LLC

Annapolis, MD

Annapolis, MD

Pensacola, FL

CRD 4245577

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Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Navy Federal Investment Services, Llc

1007 Electric Ave, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-10
NC RA APPROVED 2022-04-19
WA RA APPROVED 2022-04-19
MD RA APPROVED 2017-01-04
  • GA RA
    APPROVED
    Since 2024-06-10
  • NC RA
    APPROVED
    Since 2022-04-19
  • WA RA
    APPROVED
    Since 2022-04-19
  • MD RA
    APPROVED
    Since 2017-01-04

Branch Locations

825 Bestgate Road, Annapolis, MD 21401 • United States

Annapolis, MD • United States

5550 Heritage Oaks Drive, Pensacola, FL 32526 • 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
Navy Federal Financial Group Annapolis MD 04/2006 Present
Navy Federal Investment Services, Llc Annapolis MD 07/2006 Present
Navy Federal Asset Management, Llc Vienna VA 09/2007 01/2017
Navy Federal Investment Services, Llc Annapolis MD 01/2017 Present
Previous Registrations
  • 2007-09-08 → 2017-01-04
    Navy Federal Asset Management, Llc
    Herndon, VA
    Annapolis, MD
    Vienna, VA
  • 2006-04-18 → 2006-09-20
    Cuna Brokerage Services, Inc.
    Annapolis, MD
  • 2005-11-16 → 2006-04-13
    Annapolitan Investment Group, Inc.
    Annapolis, MD
  • 2005-11-16 → 2006-04-05
    Raymond James Financial Services, Inc.
    Annapolis, MD
    Annapolis, MD
  • 2004-07-21 → 2005-10-25
    Cuna Brokerage Services, Inc.
    Annapolis, MD
  • 2001-01-30 → 2004-07-12
    Morgan Stanley Dw Inc.
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-12
  • S66 Uniform Combined State Law Examination
    2000-12-12
Designations
  • Chartered Financial Consultant
Other Names
  • Maren Phlllis Hagberg

View on SEC IAPD

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Nearby Investors

Robert E Saunders
DONALD WILLIAM COLLETT
LEE DONALD BOLLHORST

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

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