Marylucy Tujague Bergeron
Investment adviser representative at Hassell Wealth Management
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Hassell Wealth ManagementNov 2024 to now
- Carr Riggs & IngramNov 2023 to Oct 2024
- Onedigital Investment AdvisersDec 2021 to Nov 2023
- Kansas State University of Financial ServicesOct 2019 to Nov 2021
- St. James AcademyJun 2019 to Sep 2019
- Kansas State University Ford HallJun 2018 to May 2019
- City of Lenexa AquaticsJul 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7327160
- Firm CRD
- 297892