Jeffrey Hackler
Advisor at Fortis Group Advisors LLC
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.
Advisor at Fortis Group Advisors LLC
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
Fortis Group Advisors LLC
Location
Cologne, MN
Credentials
Series 63, Series 66
Industry experience
23 years
Jeffrey Hackler is a financial advisor at Fortis Group Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC, INVEST Financial Corporation, and Thrivent Investment Management Inc. Outside of his advisory work, he serves as a boys swim coach at Waconia High School. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, offering both discretionary and non-discretionary portfolio management.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
Cologne, MN
Minnesota
Fortis Group Advisors, LLC
2020 - Present (6 years)
LPL Financial
2018 - Present (8 years)
INVEST Financial Corporation
2016 - 2018 (2 years)
Thrivent investment Management Inc
2004 - 2016 (12 years)
THRIVENT FINANCIAL for Lutherans
2004 - 2016 (12 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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