AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Jalene Thompson Hahn

Jalene T. Hahn

WWA PLANNING & INVESTMENTS
Columbus, IN 47201
Some features on this profile are disabled
CRD#: 4914113
Jalene Thompson Hahn

Professional summary

Jalene Thompson Hahn, CFP®, who also goes by Jalene Kaye Thompson, is a registered financial advisor currently at WWA PLANNING & INVESTMENTS located in Columbus, Indiana.

Jalene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jalene has worked at 2 firms and has passed the Series 65 exam.

Biography

I enjoy working with a variety of people on a variety of topics. My passion is financial literacy and making sure people have enough knowledge to make informed decisions about their financial future. I work with younger couples, women going through a divorce and women business professionals.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Divorce Planning
Education Planning
Tax Planning
Do you have an area of expertise or specialization?
Divorce Planning
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Jalene Kaye Thompson

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 outside business or organization: HAVA, LLC Address: 427 Washington Street, Columbus, IN 47201 Title: Registration Agent Description of business or organization: Serve as Registration Agent for dormant LLC Description of duties or responsibilities: Take minutes for the annual meeting and file entity reports with the state of Indiana. No ownership in LLC, unpaid position. Start Date: 03-04-2019 Hours devoted to OBA monthly: 0 / 1 hr. annually

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jalene Thompson 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®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

October 7, 2015 - Present

WWA PLANNING & INVESTMENTS

Office #1: 427 Washington St, Columbus, IN 47201
RIA
CRD#: 281159
Columbus, IN
Past

February 21, 2005 - March 28, 2016

WARREN WARD ASSOCIATES, FINANCIAL PLANNING

RIA
CRD#: 121717
COLUMBUS, IN

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
Indiana
(10/7/2015)
IAR
Texas
(4/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2005
Uniform Investment Adviser Law Examination

Current Firm

WP
WWA PLANNING & INVESTMENTS
WISDOM WEALTH ABUNDANCE, LLC | WWA PLANNING & INVESTMENTS

CRD#: 281159 / SEC#:

Indiana
Registered Investment Advisory firm - (10/7/2015 Approved)
Texas
Registered Investment Advisory firm - (4/12/2021 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
427 Washington St, Columbus, IN 47201
Mailing Address
Phone number
(812) 379-1120
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts271
AUM (Assets Under Management)$ 93,834,736

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.

Company Information

WWA PLANNING & INVESTMENTS

CRD#: 281159Columbus, IN 47201

TRUST BUT VERIFY

Monitor Jalene Hahn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Steven Raymond Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
NC
Nicholas Chen-zhaoAdvisorCheck Check Mark
JEFFERIES LLC
PR
NEW YORK, NY
Jesus Martinez Zepeda
Jesus ZepedaAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
SACRAMENTO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics