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Hannah Beth Szarszewski

Hannah B. Szarszewski

BLUE MOUNTAIN FINANCIAL PLANNING
Melissa, TX
Some features on this profile are disabled
CRD#: 6597523
Hannah Beth Szarszewski

Professional summary

Hannah Beth Szarszewski, CFP® is a registered financial advisor currently at BLUE MOUNTAIN FINANCIAL PLANNING located in Melissa, Texas.

Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Hannah has worked at 2 firms and has passed the Series 65 exam.

Biography

To learn more about me on a personal level, view my story here.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
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.
Hannah Szarszewski is the owner of Blue Mountain Money Education, LLC under which she provides financial literacy and educational content. This activity accounts for less than 5% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hannah Beth Szarszewski'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®

Certified Financial Planner

Start date: 2019

Experience

Current

August 5, 2021 - Present

BLUE MOUNTAIN FINANCIAL PLANNING

RIA
CRD#: 315830
Melissa, TX
Past

January 3, 2019 - May 21, 2021

KEENER FINANCIAL PLANNING

RIA
CRD#: 147615
Keller, TX

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
(8/5/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/2018
Uniform Investment Adviser Law Examination

Current Firm

BLUE MOUNTAIN FINANCIAL PLANNING
BLUE MOUNTAIN FINANCIAL PLANNING
BLUE MOUNTAIN FINANCIAL PLANNING | BLUE MOUNTAIN FINANCIAL PLANNING, LLC

CRD#: 315830 / SEC#:

Texas
Registered Investment Advisory firm - (8/5/2021 Approved)
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Contact information

Main Address
Melissa, TX
Mailing Address
Po Box 91, Melissa, TX 75454
Phone number
(972) 413-5505
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 5,449,485

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

BLUE MOUNTAIN FINANCIAL PLANNING

BLUE MOUNTAIN FINANCIAL PLANNING

CRD#: 315830Melissa, TX

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Contact information

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