Eun suk Ha
Investment adviser representative at Hb Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- Wms Partners, LLCJun 2021 to Jan 2025
- Corecap AdvisorsMar 2021 to Jun 2021
- Corecap InvestmentsMar 2021 to Jun 2021
- Klauenberg Retirement SolutionsOct 2020 to Jun 2021
- UnemployedMay 2020 to Oct 2020
- State FarmMay 2019 to Aug 2019
- Mcdonald'sJun 2018 to Jul 2019
- Wheaton CollegeJan 2017 to May 2020
- Georgia State Perimeter CollegeAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 7290114
- Firm CRD
- 316731