Advisor at Penn Wealth Management
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Firm
Penn Wealth Management
Location
Overland Park, KS 66210
Credentials
Series 63, Series 66
Industry experience
23 years
Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.
Based on Penn Wealth Management
1.00% annually
Fee-only: Fee-only investment management firm, no commissions or other compensation
7300 West 110 Th Street, Suite 700
Overland Park, KS 66210
Kansas · Texas
Penn Wealth Management, LLC
2008 - Present (18 years)
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Trust company
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Sound Investments Inc.
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