Hannah Werling
Investment adviser representative at Concurrent Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 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
- Pension consulting
Experience
10 years in the industry.
- Concurrent Investment Advisors, LLCJul 2026 to now
- Legacy Private Wealth PartnersJun 2025 to now
- Holly Hunt Inc.May 2023 to Jun 2025
- Coyote LogisticsSep 2021 to Apr 2023
- Covenant Point Bible CampJun 2020 to Aug 2021
- North Park UniversityFeb 2018 to Mar 2020
- UnemployedJun 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
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
- 8309226
- Firm CRD
- 323135