Mary Jo Haselhorst
Investment adviser representative at Inflection Financial
19 yearsExperience
1 stateRegistered in
$491.4MFirm assets
6 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
19 years in the industry.
- Inflection FinancialNov 2025 to now
- Financial Life AdvisorsOct 2019 to now
- Commonwealth Financial NetworkNov 2007 to Oct 2019
- Business Financial GroupJul 2007 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Inflection Financial
Legal name: If Advisors, LLC
$491.4MAssets managed
92Clients
2Advisers
6 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
- 5393352
- Firm CRD
- 309631