Yerim Hahm
Investment adviser representative at Brio Financial Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
12 years in the industry.
- Brio Financial GroupMar 2025 to now
- Flow Financial PlanningFeb 2022 to Feb 2025
- Causing Group (a LPL Firm)Aug 2021 to Feb 2022
- Telepharm (cardinal Health)Nov 2020 to Jul 2021
- Cardinal HealthJan 2019 to Nov 2020
- The Ohio State UniversitySep 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
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
- 7419223
- Firm CRD
- 289889