Advisor at Sharkey Howes & Javer Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sharkey Howes & Javer Inc
Location
Denver, CO 80246-1904
Credentials
CFP®, Series 63, Series 66
Industry experience
5 years
Cory Hassenstab is a CFP® professional with five years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. He has held prior roles at Empower Retirement, Fidelity Investments, Renaissance Financial, and Ollie Webb, Inc., among others. Sharkey Howes & Javer is a fee-only fiduciary firm that provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and client education programs.
Based on Sharkey Howes & Javer Inc
Based on Sharkey Howes & Javer Inc
Financial planning fees range from $2,000 to $15,000 depending on complexity; initial retainer $500.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50% or less
Account minimum: $250,000 Fee-only: Fee-only advisory firm; no commissions or other compensation from product sales.
720 South Colorado Blvd, Suite 600 South Tower
Denver, CO 80246-1904
Colorado
Sharkey Howes & Javer Inc.
2023 - Present (3 years)
Empower Retirement
2021 - 2023 (2 years)
Fidelity Investments
2020 - 2021 (1 year)
Renaissance Financial
2019 - 2019 (1 year)
Ollie Webb, Inc.
2019 - 2020 (1 year)
Creighton University
2018 - 2019 (1 year)
Wisconsin Physician Services
2018 - 2018 (1 year)
Creighton University
2017 - 2018 (1 year)
Worldview, Ltd.
2017 - 2017 (1 year)
Creighton University
2016 - 2017 (1 year)
A&H Building & Supply, Inc.
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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