Wakefield William Hare
CFP®Professional Summary
Wakefield William Hare, CFP®, who also goes by Wakefield Hare, is a registered financial advisor currently at GREATER THAN FINANCIAL located in Savannah, Missouri. Wakefield is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Wakefield has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Financial Planning
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
- Education Funding
- Business Services
- Investment Management
- Estate & Legacy Planning
Biography
Wakefield has 12 years of financial planning experience and is President of Greater Than Financial. Wakefield's favorite work is in planning for the busy families of Kansas City’s Northland and all across the United States.
Other Aliases
Wakefield Hare
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GREATER THAN FINANCIAL | GREATER THAN FINANCIAL LLC
Contact Information
Main Address
Savannah, MOPhone Number
(816) 663-9015# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
525AUM (Assets Under Management)
$64,218,109Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/15/2026)
(1/20/2016)
(1/4/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Wakefield William Hare's CRS (Customer Relationship Summary).
Services Offered by Wakefield
- Risk Management & Insurance
- Financial Planning
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
- Education Funding
- Business Services
- Investment Management
- Estate & Legacy Planning
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OSAIC WEALTH, INC.
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