Brent
Hann
&Partners
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About this Advisor
Brent Hann is a financial advisor based in Mooresville, North Carolina, working with &Partners. Brent has previously held positions at Acrue Partners, Aon Hewitt Financial Advisors, Axa Distributors, LLC, The Smith Companies/Capitas Financial, The Leaders Group Inc, Linden Thomas & Company Securities, LLC, Wells Fargo Clearing Services, LLC, and &Partners. Brent has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Brent is part of &Partners, which operates out of Mooresville, North Carolina. The firm has 50 offices and 475 employees. The firm manages assets totaling $14.1 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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&Partners Brokerage Details
$14,146,591,395
475
32,200
$439,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Brent Hann Work History
&Partners
Wells Fargo Clearing Services, LLC
Linden Thomas & Company Securities, LLC
The Smith Companies/Capitas Financial
The Leaders Group Inc
Axa Distributors, LLC
Acrue Partners
Aon Hewitt Financial Advisors
Disclosures
Please visit the SEC profile of Brent Hann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at &Partners
Nashville, TN
Victor, NY
Boston, MA
Northbrook, IL
Lansing, NY
Winston Salem, NC
Saint Louis, MO
Nashville, TN
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