AH
AH

April Kristyne Hahn

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

831 W. Northland Ave, Appleton, WI, 54914

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

April works as an Office Manager at Wisconsin Financial Group, handling office tasks and assisting representatives. This is a full-time commitment for April.

Employment History
Current Registrations
On Investment Management CO
October 2017 - Present · 8 yrs 4 mos
The O.N. Equity Sales CompanyBroker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Investment Centers of America, INC.Broker
September 2014 - September 2017 · 3 yrs
Investment Centers of America, INC.
September 2014 - September 2017 · 3 yrs
Sii Investments, INC.
September 2014 - September 2017 · 3 yrs
Sii Investments, INC.Broker
June 2014 - September 2017 · 3 yrs 3 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.