Carl Wilfred Hafele
Investment adviser representative at Hafele Investments
12 yearsExperience
3 statesRegistered in
CFADesignation
$57.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Hafele InvestmentsJan 2022 to now
- Private Client Services dba Hafele InvestmentsMay 2022 to Jun 2026
- Lanier Asset Management, LLCJun 2014 to May 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, KY, TX).
Hafele Investments
Legal name: Hafele Investments, Inc.
$57.7MAssets managed
9Clients
2Advisers
Under 1 yearIn 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
- 4346459
- Firm CRD
- 341803