Jeffrey C. Hackler

FORTIS GROUP ADVISORS LLC

COLOGNE, MN

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CRD#: 4581929

Professional summary

Jeffrey Cullen Hegener Hackler, who also goes by Jeffrey Cullen Hackler, is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Cologne, Minnesota and LPL FINANCIAL LLC located in Cologne, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Cullen Hackler

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.

1. 02/14/2018 - Cornerstone Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/17/16 - 50 Hours Per Month/32.5 During Securities Trading. 2. 8/16/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non Variable Insurance Trails Only - Started 07/30/2018 - 0 Hours Per Month. 3. 9/6/2019 - Waconia ISD 110 - Not Investment Related - 1650 Community Drive Waconia, MN 55387 - Other-Coach - Start Date: 11/25/2019 - 40 Hours Per Month During Securities Trading - Waconia High School Boys Swim Coach.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Cullen Hegener Hackler'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 1, 2020 - Present

FORTIS GROUP ADVISORS LLC

RIA

CRD#: 290427

COLOGNE, MN

Current

February 14, 2018 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLOGNE, MN

Past

February 14, 2018 - October 29, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

June 17, 2016 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

WACONIA, MN

Past

June 17, 2016 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

WACONIA, MN

Past

December 19, 2013 - June 22, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

COLOGNE, MN

Past

July 21, 2006 - July 3, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

COLOGNE, MN

Past

October 22, 2004 - June 22, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

COLOGNE, MN

Past

November 1, 2002 - June 10, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

November 1, 2002 - June 10, 2004

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

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".

FORTIS GROUP ADVISORS LLC

CRD#: 290427 / SEC#: 801-112236

RIA

Registered Investment Advisory firm - (1/2/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(2/14/2018)

Georgia
(2/14/2018)

Minnesota
(2/14/2018)

IAR

Minnesota
(7/1/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/4/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/12/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FORTIS GROUP ADVISORS LLC

CRD#: 290427 / SEC#: 801-112236

RIA

Registered Investment Advisory firm - (1/2/2018 Approved)

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Contact information

Main Address

345 Kinderkamack Road, Suite B, Westwood, NJ 07675

Mailing Address

Phone number

(201) 383-0630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/14/2025)

WRAP FEE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	4,733
AUM (Assets Under Management)	$ 799,559,515

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

Jeffrey C. Hackler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Cullen Hegener Hackler's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

FORTIS GROUP ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2005

Series 63

Date: 11/12/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2005

Series 6

Date: 10/31/2002

FINRA

Current Firm

FORTIS GROUP ADVISORS LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS GROUP ADVISORS LLC

TRUST BUT VERIFY

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