Wakefield W. Hare

GREATER THAN FINANCIAL

Savannah, MO

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CRD#: 5290342

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.

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.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Debt Management

Life Transitions

Budgeting

Retirement Planning

Tax Planning

Education Planning

Employee and Employer Plan Ben...

Investment Planning

Estate Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Hourly

Investment Advice without Ongo...

Are you a "fiduciary"?

Yes

Aliases

Wakefield Hare

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.FILLMORE CHRISTIAN CHURCH-N-310 N FLORENCE ST, FILLMORE, MO 64449- RELIGIOUS ORGANIZATION-TREASURER-1/2008-5-0-SERVE AS FINANCIAL OFFICER FOR THE CHURCH. RESPONSIBLE FOR PAYMENT OF ALL BILLS AND CHARGES, OVERSEE ALL FINANCIAL RECORD KEEPING, PREPARE FINANCIAL REPORTS & MONITOR ACCOUNTS. 2. ANDREW COUNTY NURSING HOME DISTRICT-N-13277 State Hwy D, Savannah, MO 64485- NON-GOVERNMENT ORGINIZATION-TREASURER-10/2021-SERVE AS FINANCIAL OFFICER FOR THE ORG. RESPONSIBLE FOR PAYMENT OF ALL BILLS AND CHARGES, OVERSEE ALL FINANCIAL RECORD KEEPING, PREPARE FINANCIAL REPORTS & MONITOR ACCOUNTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wakefield William Hare'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: 2011

Experience

Current

January 20, 2016 - Present

GREATER THAN FINANCIAL

RIA

CRD#: 281703

Savannah, MO

Past

January 1, 2008 - December 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

ST. JOSEPH, MO

Past

August 13, 2007 - December 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

ST. JOSEPH, MO

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

Missouri
(1/20/2016)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 12/21/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2007

General Securities Representative Examination

Current Firm

GREATER THAN FINANCIAL

GREATER THAN FINANCIAL | GREATER THAN FINANCIAL LLC

CRD#: 281703 / SEC#:

Missouri

Registered Investment Advisory firm - (1/20/2016 Approved)

Texas

Registered Investment Advisory firm - (1/25/2016 Conditional Restricted)

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Contact information

Main Address

Savannah, MO

Mailing Address

Phone number

(816) 663-9015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 46,687,458

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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Wakefield W. Hare

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wakefield William Hare's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREATER THAN FINANCIAL

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2007

SIE

Date: 12/31/2015

Series 7

Date: 8/10/2007

Current Firm

GREATER THAN FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREATER THAN FINANCIAL

TRUST BUT VERIFY

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