Jordan Hasenberg
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Jordan Hasenberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
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
10 years in the industry.
- Edelman Financial EnginesSep 2025 to now
- Royal Alliance Associates, Inc.Aug 2022 to May 2023
- Hasenberg Financial GroupJan 2022 to Oct 2025
- Investment Management AssociatesJan 2020 to Dec 2021
- JamfMay 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7216901
- Firm CRD
- 104510