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Richert John Hart

Investment adviser representative at 1834 Investment Advisors Co.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm 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.

  1. 1834 Investment Advisors Co.Aug 2026 to now
  2. Mission Square Investment ServicesOct 2022 to Jul 2026
  3. Mission Square RetirementOct 2022 to Jul 2026
  4. Ausdal Financial Partners, IncAug 2020 to Sep 2022
  5. Nadler Financial GroupJul 2020 to Sep 2022
  6. Total Benefit CommunicationsApr 2019 to Jul 2020
  7. Capital One Sharebuilder, IncJan 2014 to Apr 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

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

1834 Investment Advisors Co.

$2.2BAssets managed
542Clients
16Advisers
50 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
4927733
Firm CRD
105435
Advisor's SEC record (opens in a new tab)
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