Troy A. Von Haefen
VON HAEFEN FINANCIAL MANAGEMENT
NASHVILLE, TN
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CRD#: 4762514
Professional summary
Troy Allen Von Haefen, CFP® is a registered financial advisor currently at VON HAEFEN FINANCIAL MANAGEMENT located in Nashville, Tennessee.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Troy has worked at 1 firm .
Biography
Von Haefen Financial Management looks at your financial plan as a puzzle where all the pieces need to fit together. To do that, each piece needs to accomplish its own specific tasks as well as support the tasks of each other piece. We call this "life-integrated" financial planning, and we are experts in this area.
Question & Answer
What are your service offerings?
Retirement Planning
Life Transitions
Tax Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Middle Income Client Needs
Professional Athletes or Enter...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Troy Allen Von Haefen'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®
CFP®
Start date: 2007
Experience
Current
March 3, 2004 - Present
VON HAEFEN FINANCIAL MANAGEMENT
RIA
CRD#: 130564
NASHVILLE, TN
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
Illinois(6/4/2025)
IAR
Louisiana(1/3/2018)
IAR
Tennessee(3/3/2004)
Exams
Current Firm
VON HAEFEN FINANCIAL MANAGEMENT
VON HAEFEN FINANCIAL MANAGEMENT | VON HAEFEN, TROY ALLEN
CRD#: 130564 / SEC#:
Illinois
Registered Investment Advisory firm - (6/4/2025 Approved)Louisiana
Registered Investment Advisory firm - (1/3/2018 Approved)Tennessee
Registered Investment Advisory firm - (3/2/2004 Approved)Texas
Registered Investment Advisory firm - (1/20/2009 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nashville, TN
Mailing Address
Phone number
(615) 353-9646
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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