Kelly Ann Hahn
Investment adviser representative at HAHN Financial Group
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$188.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- HAHN Holding I, LLCNov 2006 to now
- HAHN Holding Ii, LLCNov 2006 to now
- HAHN Financial Group, Inc.Oct 2006 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
HAHN Financial Group
Legal name: HAHN Financial Group Inc.
$188.7MAssets managed
1,861Clients
9Advisers
11 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
- 4632939
- Firm CRD
- 169787