Best Investors Account Sign in
Inactive

Hannah Jane Chavez

Financial Strategies, Inc.

Brookfield, WI

Claim This Profile
Current Employers
Financial Strategies, Inc.

13555 Bishops Court Suite 340, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-02-07
  • WI RA
    APPROVED
    Since 2020-02-07

Branch Locations

13555 Bishops Court Suite 340, Brookfield, WI 53005 • 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
Starbucks Kenosha WI 10/2016 05/2017
The Tranel Financial Group Libertyville IL 03/2017 05/2017
Financial Strategies, Inc. Brookfield WI 06/2017 Present
Carthage College Kenosha WI 09/2013 05/2017
  • 10/2016 → 05/2017
    Starbucks
    Kenosha, WI
  • 03/2017 → 05/2017
    The Tranel Financial Group
    Libertyville, IL
  • 06/2017 → Present
    Financial Strategies, Inc.
    Brookfield, WI
  • 09/2013 → 05/2017
    Carthage College
    Kenosha, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-07
  • S65 Uniform Investment Adviser Law Examination
    2020-02-07
Other Names
  • Hannah Jane Chavez
  • Hannah Jane Cantrell

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor