Randal E Hagen
Investment adviser representative at Captrust
21 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- CaptrustAug 2025 to now
- Capfinancial Partners, LLC. (captrust)Aug 2025 to now
- LPL Enterprise, LLCNov 2024 to Jul 2025
- Prudential Insurance Company of AmericaDec 2021 to Jul 2025
- Pruco Securities, LLC.Dec 2021 to Nov 2024
- MML Investors Services, LLCJan 2021 to Dec 2021
- Mass Mutual Life Insurance CoNov 2020 to Dec 2021
- Transamerica Investors Securities CorporationJun 2019 to Dec 2020
- Transamerica Retirement Advisors, LLCJun 2019 to Dec 2020
- Transamerica Financial Life Insurance CompanyMay 2019 to Dec 2020
- Allstate Financial Advisors, LLCJan 2019 to May 2019
- Allstate Financial Services, LLCJan 2019 to May 2019
- Allstate Insurance CompanyNov 2018 to May 2019
- Ballston Spa National BankJan 2017 to May 2018
- Valic Financial Advisors, Inc.Dec 2015 to Jan 2017
- US Army ReservesMay 2005 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5861550
- Firm CRD
- 175112