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Jeffrey Hackler

Advisor at Fortis Group Advisors LLC

Updated today
Fortis Group Advisors LLC logo

Firm

Fortis Group Advisors LLC

Location

Cologne, MN

Credentials

Series 63, Series 66

Industry experience

23 years

About

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.

Client services

Based on Fortis Group Advisors LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Fortis Group Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing

Occupation focus

Based on Fortis Group Advisors LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement

Project-based

Up to $400.00 per hour depending on complexity

Other

Account minimum: $50,000

Location

Cologne, MN

Most active in

Minnesota

Work history

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)

Disclosures

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

Business activities & affiliations

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
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Konnor T

CFP®, Series 63, Series 66

Mound, MN

Wealth Den Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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Jed O

Series 65

Excelsior, MN

Bridgehaven Capital Management LLC

Business exit / sale strategy

Jeff B

CFP®

Chaska, MN

7th St. Financial

My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Consultant Gen X (Born 1965-1980)
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Frederick Q

Series 66

Deephaven, MN

Frontenac Partners, L.L.C.

Wealth management Passive / index investing Active portfolio management
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