Lori Jean Hannemann
Investment adviser representative at Clear Ridge Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$244.6MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clear Ridge Wealth Management, LLCNov 2016 to now
- Prince of Peace Lutheran ChurchSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Clear Ridge Wealth Management, LLC
$244.6MAssets managed
132Clients
3Advisers
5 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
- 8168817
- Firm CRD
- 172689