Renee' M Hasenoehrl
Investment adviser representative at Northcape Wealth Management
17 yearsExperience
1 stateRegistered in
$706.1MFirm assets
5 yearsFirm in business
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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
- Pension consulting
Experience
17 years in the industry.
- Northcape Wealth ManagementMay 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Northcape Wealth Management
Legal name: Northcape Wealth Management, LLC
$706.1MAssets managed
594Clients
4Advisers
5 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
- 4491895
- Firm CRD
- 312350