Russell F. Hackmann

BROOKSTONE WEALTH ADVISORS

Hingham, MA 02043

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CRD#: 1749236

Professional summary

Russell Frederick Hackmann, who also goes by Russell F Hackmann, Russ Hackmann, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Hingham, Massachusetts.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Russell has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell F Hackmann | Russ Hackmann

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.

Hackmann Wealth Partners, Investment Related, 700 Canal Street, Building 1, 1st Floor, Stamford CT 06902 - Owner - May, 2018, investment advisory DBA, 20 hrs./ month all during trading hours; I offer investment advisory services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Frederick Hackmann's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 11, 2018 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 99 Derby Street Suite 200, Hingham, MA 02043Office #2: 290 Harbor Drive Workpoint Suites, Stamford, CT 06902Office #3: 4520 North Fairfax Drive, Arlington, VA 22203Office #4: 250 Park Ave 7th Floor, New York, NY 10017Office #5: 71 Raymond Road, West Hartford, CT 06107Office #6: 75 Arlington Street Suite 500, Boston, MA 02116Office #7: 301 Edgewater Place Suite 400, Wakefield, MA 01880Office #8: 303 Wyman Street Suite 275, Waltham, MA 02451

RIA

CRD#: 137658

Hingham, MA

Past

June 1, 2015 - June 4, 2018

ICAPITAL MARKETS LLC

CRD#: 118219

NEW YORK, NY

Past

August 12, 2005 - March 18, 2009

SWISS RE CAPITAL MARKETS CORPORATION

CRD#: 39978

NEW YORK, NY

Past

June 2, 2000 - August 17, 2005

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

March 17, 1998 - June 12, 2000

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

September 2, 1997 - March 17, 1998

SBC WARBURG DILLON READ INC.

CRD#: 1650

STAMFORD, CT

Past

September 13, 1996 - September 2, 1997

SBC WARBURG, INC.

CRD#: 23745

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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

Connecticut
(7/11/2018)

IAR

Florida
(7/31/2020)

IAR

Massachusetts
(6/16/2021)

IAR

Mississippi
(11/8/2021)

IAR

Pennsylvania
(1/22/2021)

IAR

Rhode Island
(5/4/2020)

IAR

Texas
(11/8/2021)

IAR

Virginia
(9/3/2019)

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: 6/16/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2015

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 8/17/1989

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 5/30/2017

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/23/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/18/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Russell F. Hackmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Frederick Hackmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

ICAPITAL MARKETS LLC

SWISS RE CAPITAL MARKETS CORPORATION

LEHMAN BROTHERS INC.

BANC OF AMERICA SECURITIES LLC

SBC WARBURG DILLON READ INC.

SBC WARBURG, INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/16/2015

SIE

Date: 6/4/2018

Series 7

Date: 6/1/2015

Series 3

Date: 8/17/1989

Series 24

Date: 5/30/2017

Series 10

Date: 8/23/2002

Series 9

Date: 7/18/2002

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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