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Hannah Wardenburg

Advisor at The Wealth Collaborative

Updated today
The Wealth Collaborative logo

Firm

The Wealth Collaborative

Location

Lake Saint Louis, MO

Credentials

CFP®, Series 66

Industry experience

6 years

About

Hannah Wardenburg is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She has worked at The Wealth Collaborative since 2023 and previously held roles at Hightower and Edward Jones. The Wealth Collaborative is a fee-only advisory firm serving individual clients and employer plan sponsors with investment management, financial planning, retirement plan consulting, and educational seminars. The firm employs a blend of passive and active investment strategies and manages accounts on a discretionary basis.

Client services

Based on The Wealth Collaborative

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The Wealth Collaborative

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies General estate planning guidance

Fee options

Fixed

Wealth Strategy services: $6,000 - $24,000 annually; Project-Based Financial Planning: $4,000 - $60,000 fixed fees; Educational Seminars: $0 to $15,000 per seminar.

Percentage

$0+: 0.50% to 1.50% $0+: 0.50% (Retirement Plan Consulting)

Project-based

$250 per hour for Project-Based Financial Planning

Other

Fee-only: Investment Management and Retirement Plan Consulting fees are asset-based; Wealth Strategy fees are fixed ($6,000 - $24,000 annually); Project-Based Financial Planning fees are fixed ($4,000 - $60,000) or hourly ($250/hour); Educational Seminars fees range from $0 to $15,000 per seminar.

Location

Lake Saint Louis, MO

Most active in

California · Missouri

Work history

The Wealth Collaborative LLC

2023 - Present (3 years)

Hightower

2021 - 2023 (2 years)

Edward Jones

2019 - 2021 (2 years)

University of Missouri Columbia

2018 - 2018 (1 year)

Edward Jones

2018 - 2018 (1 year)

Circle K

2016 - 2018 (2 years)

University of Missouri Columbia

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning Cash flow / budgeting
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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