Mary J. Haselhorst

INFLECTION FINANCIAL

San Antonio, TX

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CRD#: 5393352

Professional summary

Mary Jo Haselhorst, AIF®, who also goes by Mary Jo Williams, is a registered financial advisor currently at INFLECTION FINANCIAL located in San Antonio, Texas.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mary has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Jo Williams

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Jo Haselhorst'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 26, 2025 - Present

INFLECTION FINANCIAL

RIA

CRD#: 309631

San Antonio, TX

Past

October 28, 2019 - February 9, 2026

FINANCIAL LIFE ADVISORS

RIA

CRD#: 128502

SAN ANTONIO, TX

Past

July 27, 2010 - October 25, 2019

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

SAN ANTONIO, TX

Past

November 7, 2007 - October 25, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

SAN ANTONIO, TX

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".

INFLECTION FINANCIAL

IF ADVISORS | INFLECTION FINANCIAL | IF ADVISORS, LLC

CRD#: 309631 / SEC#: 801-119256

RIA

Registered Investment Advisory firm - (8/10/2020 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.

Highlighted states indicate IAR registrations

IAR

Texas
(11/26/2025)

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 65

Date: 7/2/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/29/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/5/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INFLECTION FINANCIAL

IF ADVISORS | INFLECTION FINANCIAL | IF ADVISORS, LLC

CRD#: 309631 / SEC#: 801-119256

RIA

Registered Investment Advisory firm - (8/10/2020 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

P.o. Box 591068, San Antonio, TX 78259

Phone number

(210) 200-8878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INFLECTION FINANCIAL FORM ADV 2A MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	188
AUM (Assets Under Management)	$ 341,985,498

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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Mary J. Haselhorst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Jo Haselhorst's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL LIFE ADVISORS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

INFLECTION FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2010

Series 63

Date: 12/29/2007

SIE

Date: 10/1/2018

Series 6

Date: 11/5/2007

Current Firm

INFLECTION FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INFLECTION FINANCIAL

TRUST BUT VERIFY

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