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WH

William D. Hahesy

GRIT FAMILY OFFICE
Cedar Rapids, IA 52401
Some features on this profile are disabled
CRD#: 6541155
WH

Professional summary

William Dean Hahesy III, who also goes by Will Hahesy, is a registered financial advisor currently at GRIT FAMILY OFFICE, LLC located in Cedar Rapids, Iowa.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Will Hahesy

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 William Dean Hahesy III'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®
None

Experience

Current

December 11, 2017 - Present

GRIT FAMILY OFFICE, LLC

Office #1: 427 1st Street Se Suite 100, Cedar Rapids, IA 52401
RIA
CRD#: 290066
Cedar Rapids, IA
Past

August 6, 2015 - January 5, 2018

BERGANKDV WEALTH MANAGEMENT, LLC

RIA
CRD#: 143038
CEDAR RAPIDS, IA

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
Iowa
(12/11/2017)

Exams

Current Firm

GF
GRIT FAMILY OFFICE, LLC
GIRT ASSET MANAGEMENT, LLC | HARPER GREY FAMILY OFFICE, LLC | GRIT FAMILY OFFICE, LLC | GRIT ASSET MANAGEMENT, LLC

CRD#: 290066 / SEC#:

Iowa
Registered Investment Advisory firm - (11/28/2017 Approved)
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Contact information

Main Address
427 1st Street Se Suite 100, Cedar Rapids, IA 52401
Mailing Address
Phone number
(319) 551-7889
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 82,595,871

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.

Company Information

GRIT FAMILY OFFICE, LLC

CRD#: 290066Cedar Rapids, IA 52401

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