Advisor at Hardy & Hardy Co 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
Hardy & Hardy Co LLC
Location
Lima, OH 45806
Credentials
Series 63, Series 65
Industry experience
27 years
Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.
Based on Hardy & Hardy Co LLC
$50,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Separate commission-based compensation earned as registered representatives through LPL Financial Services for securities and insurance products.
Account minimum: $50,000
3605 Shawnee Road
Lima, OH 45806
Ohio
LPL FInancial
2023 - Present (3 years)
Hardy & Hardy Co, Llc
2008 - Present (18 years)
The O.N. Equity Sales Company
2002 - 2023 (21 years)
Ohio National Life Insurance
2002 - Present (24 years)
Mass Mutual
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Lima, OH
Reservoir Wealth Management
Series 66
Lima, OH
Trueblood Wealth Management, LLC
Series 63, Series 65
Lima, OH
Hardy & Hardy Co LLC
Series 65
Lima, OH
Trueblood Wealth Management, LLC
Series 65
Lima, OH
Reservoir Wealth Management
Series 63, Series 66
Lima, OH
Trueblood Wealth Management, LLC
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