Hannah E. Near

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CRD#: 6572533

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hannah Elizabeth Near, CFP®, who also goes by Hannah Elizabeth Near, Hannah Near, was a registered financial professional .

Hannah is a previously registered financial professional and started their career in finance in 2015. Hannah had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Hannah Elizabeth Near | Hannah Near

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)

The CRS(Customer Relationship Summary) document is not provided.

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^®

CRD#: 6694

DEXTER, MI

Past

March 27, 2019 - September 1, 2021

EDWARD JONES

RIA

CRD#: 250

Ellsworth, MI

Past

March 27, 2019 - September 1, 2021

EDWARD JONES

CRD#: 250

Ellsworth, MI

Past

June 6, 2017 - October 16, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENWOOD VILLAGE, CO

Past

December 24, 2015 - May 9, 2017

EDWARD JONES

RIA

CRD#: 250

TROY, MI

Past

December 3, 2015 - May 9, 2017

EDWARD JONES

CRD#: 250

TROY, MI

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".

BLACK WALNUT WEALTH MANAGEMENT

BLACK WALNUT WEALTH MANAGEMENT | BLACK WALNUT WEALTH MANAGEMENT, LLC

CRD#: 337606 / SEC#: 801-134160

RIA

Registered Investment Advisory firm - (8/11/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2015

General Securities Representative Examination

Current Firm

BLACK WALNUT WEALTH MANAGEMENT

BLACK WALNUT WEALTH MANAGEMENT | BLACK WALNUT WEALTH MANAGEMENT, LLC

CRD#: 337606 / SEC#: 801-134160

RIA

Registered Investment Advisory firm - (8/11/2025 Approved)

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Contact information

Main Address

13919 S W Bay Shore Dr Suite 104, Traverse City, MI 49684

Mailing Address

Phone number

(231) 421-7711

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

BLACK WALNUT WEALTH MANAGEMENT ADV 2A (1/28/2026)

Regulatory assets under management

Total Number of Accounts	272
AUM (Assets Under Management)	$ 136,776,561

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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Advisor Monitoring

Firm Stability Insights

Hannah E. Near

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLACK WALNUT WEALTH MANAGEMENT

DYNAMIC

STEPHENS CONSULTING, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BLACK WALNUT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2015

Current Firm

BLACK WALNUT WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK WALNUT WEALTH MANAGEMENT

TRUST BUT VERIFY

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