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Hahn Financial Group

Updated today

Client assets under management

$182,891,096

Clients

1,846

3% high-net worth

Advisors

9

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

205

Very High

Average account size

$99,074

About

Hahn Financial Group is a fee‑based investment adviser managing about $188.7 million for roughly 1,846 clients through a nine‑advisor team. The firm serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement and profit‑sharing plans, providing ongoing portfolio management, financial planning, and related advisory services.

HFG generally delivers discretionary asset management guided by documented investment policy statements and periodic account reviews, using a mix of fundamental, technical, charting and cyclical analysis depending on client objectives. The firm also uses sub‑advisors and offers specialized support for endowments and qualified retirement plans, including limited‑scope ERISA 3(21) services and committee education.

Noteworthy distinctions include the firm’s practice of distributing newsletters and periodicals to clients at no charge, a service that is relatively uncommon among comparable teams, and an affiliated insurance agency business — with senior advisors devoting material time to selling insurance products for commissions — which the brochure discloses as a potential conflict of interest. The brochure also notes the firm is 100% employee‑owned through an ESOP trust and may engage third‑party managers for some client accounts, details that differentiate its organizational and service model from many peers.

Client services

Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Occupation focus

Self-Employed Retired

Fee options

Percentage

$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: .90% $2,000,000 - $2,999,999: .80% $3,000,000 - $3,999,999: .70% $4,000,000 - $4,999,999: .60% $5,000,000+: .50%

Commissions

Insurance products sold for commission; Sub-Advisor (Wealth Management, LLC) receives 20% of HFG fees but client pays no additional fees

Main office location

Hahn Financial Group

1000 E. 41 St St.

Sioux Falls SD 57105, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nikolas B

CFP®, Series 66

Sioux Falls, SD

Hahn Financial Group

Nikolas Boyce is a CFP® with eight years of industry experience and currently serves as a financial advisor at Hahn Financial Group. His prior experience includes roles at Colby Staloch, Northwestern Mutual Investment Services LLC, and Kahler Financial Group. Outside of his advisory work, he is involved in property management in Sioux Falls, SD. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, and institutional clients. The firm manages approximately $171 million in discretionary assets through a team of nine advisors, employing a combination of fundamental, technical, and cyclical analysis for portfolio management.

Self-Employed Retired
user avatar

Gabriel S

CFP®, ChFC®, Series 65

Sioux Falls, SD

Hahn Financial Group

Gabriel Smith is a CFP® and ChFC® affiliated with Hahn Financial Group, bringing three years of industry experience. Prior to joining Hahn Financial Group, he worked briefly at Northwestern Mutual and has been involved with GBK Musical Group as a drummer. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets and employs a variety of analytical methods for portfolio construction, offering specialized services including endowment and qualified plan support.

Self-Employed Retired
user avatar

Kelly H

ChFC®, Series 66

Sioux Falls, SD

Hahn Financial Group

Kelly Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding the ChFC® designation and a Series 66 license. She has 20 years of industry experience and has been with Hahn Financial Group since 2006. Outside of advisory work, she is also licensed as an insurance agent. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, operating as a team of nine advisors from a single office.

Self-Employed Retired
user avatar

Susan J

Series 65

Sioux Falls, SD

Hahn Financial Group

Susan Jordahl is a financial advisor at Hahn Financial Group with nine years of industry experience. She holds a Series 65 designation and has been with Hahn Financial Group since 2016. Prior to that, she worked at Midland National Life Insurance Company for 18 years. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management.

Self-Employed Retired
user avatar

James M

Series 65

Sioux Falls, SD

Hahn Financial Group

James Martin is a financial advisor at Hahn Financial Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held positions at Pizza Hut, Automated Maintenance Systems, Levo Credit Union, and Tcf Bank. He also spends a portion of his time involved in insurance sales and services through Hahn Financial Group. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for around 1,750 clients and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Self-Employed Retired
user avatar

Kelly D

Series 65

Sioux Falls, SD

Hahn Financial Group

Kelly Deberg is a financial advisor at Hahn Financial Group in Sioux Falls, SD, holding a Series 65 credential with two years of industry experience. Prior to joining the firm, Deberg worked at Avera Health and has been self-employed as a helicopter flight instructor, dedicating approximately 5% of their time to this role. Additionally, Deberg serves as a basketball and football official for the South Dakota High School Activities Association. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients through a team of nine advisors, employing a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and monitoring.

Self-Employed Retired
user avatar

Michael L

ChFC®, Series 65

Sioux Falls, SD

Hahn Financial Group

Michael Lendt is a ChFC® and Series 65 credentialed advisor with 10 years of industry experience. He has been with Hahn Financial Group since 2015. Outside of his advisory role, he spends a portion of his time involved in insurance sales and services through the firm’s affiliated brokerage practice. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis in portfolio management and offers specialized services for endowments and qualified plans, managing approximately $171 million in discretionary assets for around 1,750 clients.

Self-Employed Retired
user avatar

Verlyn H

CFP®, ChFC®, Series 63, Series 66

Sioux Falls, SD

Hahn Financial Group

Verlyn Hahn is a financial advisor with Hahn Financial Group in Sioux Falls, SD, holding CFP® and ChFC® designations and over 22 years of industry experience. He serves on the Board of Regents for Wisconsin Lutheran College and is a trustee for the Marvin M. Schwan Charitable Foundation. Hahn Financial Group is a fee-based registered investment adviser managing approximately $171 million in discretionary assets for about 1,750 clients, offering discretionary asset management, financial planning, and specialized services for individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and utilizes sub-advisors for certain accounts, operating as a team of nine advisors from a single office.

Self-Employed Retired
user avatar

Travis D

Series 63, Series 65

Sioux Falls, SD

Hahn Financial Group

Travis Dykstra is a financial advisor at Hahn Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Hahn Financial Group is a fee-based registered investment adviser serving individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm manages approximately $171 million in discretionary assets for about 1,750 clients and uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction while offering specialized services for endowments and qualified plans.

Self-Employed Retired
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