Michael P. Hartman
HYPERION FINANCIAL
Shillington, PA 19607
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CRD#: 5844834
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.
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 graduate of the Leadership Berks program. Mike stays very active within the financial planning industry, and is a member of XY Planning Network, The National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association (FPA), and the Fee-Only Network. Mike was also featured in episode 269 of the Financial Advisor Success podcast.
Mike and his wife, Alicia, reside in Sinking Spring. They are first-time parents to a 1 year old girl, Makenzie, and have two pets, Tunie and Lilly. Mike enjoys staying active through physical fitness, and you can often find him on a hike with his wife and daughter, playing basketball with friends bright and early every Saturday morning, or at the closest rock climbing gym. Mike loves to travel to new places with his family, and he is always eager to check out the best brunch and ice cream spots wherever his travels take them. Mike stays active volunteering within the
community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United.
Question & Answer
What are your service offerings?
Budgeting
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Insurance Planning
Education Planning
Investment Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
College/Education Planning
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Hartman'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®
Start date: 2018
Experience
Current
May 27, 2021 - Present
HYPERION FINANCIAL
Office #1: 20 W. Lancaster Ave Suite 3, Shillington, PA 19607RIA
CRD#: 313014
Shillington, PA
Past
May 14, 2015 - May 28, 2021
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
SHILLINGTON, PA
Past
June 30, 2014 - May 28, 2021
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
SHILLINGTON, PA
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
Pennsylvania(5/27/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HYPERION FINANCIAL
HYPERION FINANCIAL | HYPERION FINANCIAL, LLC
CRD#: 313014 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (5/18/2021 Approved)Texas
Registered Investment Advisory firm - (11/25/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 W. Lancaster Ave Suite 3, Shillington, PA 19607
Mailing Address
Phone number
(484) 578-9152
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 488 |
| AUM (Assets Under Management) | $ 74,256,760 |
Red Flags
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Company Information
HYPERION FINANCIAL
CRD#: 313014Shillington, PA 19607TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
