Michael Paul Hartman
CFP®Professional Summary
Michael Paul Hartman, CFP® is a registered financial advisor currently at HYPERION FINANCIAL located in Shillington, Pennsylvania. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Cashflow & Budgeting
- Estate & Legacy Planning
- Business Services
- Financial Planning
- Risk Management & Insurance
- Education Funding
- Investment Management
- Tax Planning
- Retirement Planning
Biography
Mike obtained his Bachelor's degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professional (RICP®) designations. Mike was named a"Rising Star" by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors(NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals(GRYP). Mike is a class of 2020...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
HYPERION FINANCIAL | HYPERION FINANCIAL, LLC
Contact Information
Main Address
20 W. Lancaster Ave Suite 3, Shillington, PA 19607Phone Number
(484) 578-9152# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
520AUM (Assets Under Management)
$89,832,614Similar Advisors
LPL FINANCIAL LLC
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/27/2021)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Hartman's CRS (Customer Relationship Summary).
Services Offered by Michael
- Cashflow & Budgeting
- Estate & Legacy Planning
- Business Services
- Financial Planning
- Risk Management & Insurance
- Education Funding
- Investment Management
- Tax Planning
- Retirement Planning
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LPL FINANCIAL LLC
