Gregory Hatzinger
Advisor at Edward Jones
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Work history
Edward Jones
2020 - Present (6 years)
Walton Rentals
2019 - 2019 (1 year)
Warhawk Fitness and Aquatics
2018 - 2020 (2 years)
Westphal
2018 - 2018 (1 year)
School
2017 - 2018 (1 year)
Westphal
2017 - 2017 (1 year)
School
2016 - 2017 (1 year)
Westphal
2016 - 2016 (1 year)
School
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael E
Series 66
Ft Atkinson, WI
Edward Jones
Julie N
Series 66
Fort Atkinson, WI
Edward Jones
Cody B
Series 63, Series 65
Lake Mills, WI
Fidelity
Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group. Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning. Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.
Christopher S
Series 63
Cambridge, WI
Edward Jones
Andrew M
Series 66
Edgerton, WI
Edward Jones
Ryan R
Series 63, Series 66
Marshall, WI
Edward Jones
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