Stephen Kelly Hassell
Investment adviser representative at Hassell Wealth Management
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$387.4MFirm 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
20 years in the industry.
- Hassell Wealth Management, LLCJul 2006 to now
- LPL Financial, LLCJan 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Hassell Wealth Management
Legal name: Hassell Wealth Management, L.L.C.
$387.4MAssets managed
414Clients
5Advisers
8 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
- 5483545
- Firm CRD
- 297892