AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,568 | $0.1 |
| Average Individual AUM | $68,373 | |
| HNW | 35 | $0.0 |
| Average HNW AUM | $599,707 | |
| Retail Total | 1,603 | $0.1 |
| Average Retail AUM | $79,974 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 98% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| VERLYN HAHN | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| VERLYN HAHN | SIOUX FALLS | SD | S63|1987-05-06|S66|2002-09-10 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| SUSAN JORDAHL | SIOUX FALLS | SD | S65|2016-10-26 | ||||||
| KELLY HAHN | SIOUX FALLS | SD | S66|2003-05-02 | CHARTERED FINANCIAL CONSULTANT | |||||
| CONNOR HURLEY | SIOUX FALLS | SD | S66|2021-02-25 | ||||||
| NIKOLAS BOYCE | SIOUX FALLS | SD | S66|2017-12-01 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL LENDT | SIOUX FALLS | SD | S65|2015-05-29 | CHARTERED FINANCIAL CONSULTANT | |||||
| GABRIEL SMITH | SIOUX FALLS | SD | S65|2022-07-15 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.1 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 23% | 15 | 1 | 7% |
| 2023-04-04 | $0.1 | $0.1 | 60% | 15 | 1 | 7% |
| 2022-04-01 | $0.1 | $0.1 | 60% | 11 | 5 | 45% |
| 2021-04-05 | $0.1 | $0.1 | 112% | 10 | 6 | 60% |
| 2020-04-01 | $0.1 | $0.1 | 150% | 9 | 7 | 78% |
| 2019-04-01 | $0.0 | $0.1 | 233% | 5 | 11 | 220% |
| 2018-04-02 | $0.0 | $0.1 | 251% | 5 | 11 | 220% |
| 2017-04-01 | $0.2 | -$0.1 | -35% | 5 | 11 | 220% |
| 2016-04-01 | $0.2 | $0.0 | -22% | 4 | 12 | 300% |
| 2015-04-01 | $0.1 | $0.0 | -7% | 3 | 13 | 433% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| SD, AK-04/05/2024, AL-06/28/2021, AR-07/16/2021, AZ-10/14/2014, CA-11/28/2016, CO-04/06/2018, FL-10/14/2014, GA-10/14/2014, IA-02/19/2016, ID-08/16/2021, IL-10/19/2015, IN-03/14/2019, KS-02/10/2022, LA-08/16/2021, MA-03/13/2024, MD-02/04/2021, MI-10/14/2014, MN-10/14/2014, MO-07/16/2021, MT-08/16/2021, NC-01/15/2018, ND-07/21/2016, NE-04/04/2017, NH-08/16/2021, NJ-08/24/2021, NM-06/05/2024, NV-08/16/2021, NY-02/04/2021, OH-07/21/2016, OR-07/21/2016, PA-06/06/2017, SC-02/27/2020, SD-10/14/2014, TN-08/16/2021, TX-10/14/2014, VA-02/08/2021, WA-06/02/2015, WI-10/14/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV