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Jennifer Laurel Ridley hanson

Investment adviser representative at Slatestone Wealth LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Slatestone Wealth, LLCJan 2022 to now
  2. BMO Wealth ManagementAug 2012 to Dec 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (WI).

Slatestone Wealth LLC

$1.8BAssets managed
563Clients
17Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2563633
Firm CRD
286669
Advisor's SEC record (opens in a new tab)
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