Hailey H. Hollenhorst
MIDWEST FINANCIAL PARTNERS | Financial Advisor, Firm Policy Board Member, Investment Committee Member
Saint Could, MN 56301
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CRD#: 6794484
Professional summary
Hailey Hollenhorst, CFP® is a registered financial advisor currently at MIDWEST FINANCIAL PARTNERS located in Saint Could, Minnesota.
Hailey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Hailey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What is your minimum asset requirement?
1
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.
Independent insurance agent; no; St. Cloud, MN; Accident & Health, Life; independent insurance agent; 07/2017; insurance Central Minnesota Community Foundation; investment-related; St. Cloud, MN; non-profit foundation; Board of Directors member; 7/2024; 5 hours/month; 1-2 hours/month during securities trading hours; Serve on the Board of Directors to help guide the organization to fulfill its financial and strategic objectives in helping the community connect resources to local programs and initiatives.
CRS (Client Relationship Summary) - RIA
Click below to view Hailey Hollenhorst'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: 2019
Experience
Current
August 7, 2017 - Present
MIDWEST FINANCIAL PARTNERS
Office #1: 912 West St. Germain Street, Sutie 201, Saint Could, MN 56301RIA
CRD#: 173790
Saint Could, MN
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".
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)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
Minnesota(8/7/2017)
Current Firm
MF
MIDWEST FINANCIAL PARTNERS
MIDWEST FINANCIAL PARTNERS | MIDWEST FINANCIAL PARTNERS, INC | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
CRD#: 173790 / SEC#: 801-80667
RIA
Registered Investment Advisory firm - (12/15/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
912 West Saint Germain Street Suite #300, St. Cloud, MN 56301
Mailing Address
Phone number
(320) 251-3752
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,421 |
| AUM (Assets Under Management) | $ 1,263,584,127 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 07/25/2024 | ||
| 11/27/2023 | ||
| 11/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MIDWEST FINANCIAL PARTNERS
Financial Advisor, Firm Policy Board Member, Investment Committee MemberCRD#: 173790Saint Could, MN 56301TRUST BUT VERIFY
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