Andrew G. Hahn

HAHN FINANCIAL SERVICES

Canon City, CO

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CRD#: 1370325

Professional summary

Andrew Glen Hahn, ChFC®, who also goes by Andy Hahn, is a registered financial advisor currently at HAHN FINANCIAL SERVICES, LLC located in Canon City, Colorado.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Andrew has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Hahn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF BUSINESS: HAHN FINANCIAL SERVICES POSITION: OWNER AND INSURANCE AGENT/PRODUCER NATURE: OFFERING FIXED INDEXED ANNUITIES, LONG TERM CARE, TERM AND WHOLE LIFE POLICIES/ 60% OF HIS TIME WITH INSURANCE ACTIVITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 90 START DATE: 08/19/1985 ADDRESS: #2 W DRY CREEK CIR #100, LITTLETON CO 80120 DESCRIPTION: OFFERING, WHEN APPROPRIATE, OPPORTUNITIES TO PROVIDE THE PURCHASE OF LIFE INSURANCE AND ANNUITIES TO THOSE INDIVIDUALS WHO MAY BENEFIT FROM SUCH INSTRUMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Glen Hahn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 23224

LITTLETON, CO

Past

March 8, 2007 - December 31, 2013

HAHN FINANCIAL SERVICES, LLC

RIA

CRD#: 141637

LITTLETON, CO

Past

September 11, 1998 - February 12, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

LITTLETON, CO

Past

September 11, 1998 - February 12, 2007

LPL FINANCIAL LLC

CRD#: 6413

LITTLETON, CO

Past

July 24, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

July 24, 1985 - September 21, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

Current Firm

HAHN FINANCIAL SERVICES, LLC

CRD#: 141637 / SEC#:

Colorado

Registered Investment Advisory firm - (6/14/2019 Approved)

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Contact information

Main Address

Canon City, CO

Mailing Address

Phone number

(303) 981-3968

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 16,110,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Andrew G. Hahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Glen Hahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

HAHN FINANCIAL SERVICES, LLC

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE ADVISORS, INC.

MADISON AVENUE SECURITIES, LLC

HAHN FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/3/1994

SIE

Date: 1/2/2025

Series 7

Date: 7/20/1985

Current Firm

HAHN FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HAHN FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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