Rafia Khushbakht Hasan
Investment adviser representative at Perigon Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$11.3BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Perigon Wealth Management, LLCJul 2023 to now
- Self-employedOct 2022 to Jul 2023
- Wipfli Financial Advisors, LLCJun 2018 to Sep 2022
- Hewins Financial Advisors LLCJan 2016 to May 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 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
- 4671801
- Firm CRD
- 131037