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IH

Isa Hantzsch

DUNHILL FINANCIAL
Berlin, 10243
Some features on this profile are disabled
CRD#: 6794926
IH

Professional summary

Isa Hantzsch, who also goes by Isa Nmn Kettmann, Isa Kettmann, is a registered financial advisor currently at DUNHILL FINANCIAL and LANSDOWNE WEALTH MANAGEMENT, LLC .

Isa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Isa has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Isa Nmn Kettmann | Isa Kettmann

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 Isa Hantzsch's CRS (Customer Relationship Summary).
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

June 2, 2020 - Present

DUNHILL FINANCIAL

Office #1: Lichtenberger Str. 41, Berlin 10243
RIA
CRD#: 288211
Berlin,
Current

June 22, 2023 - Present

LANSDOWNE WEALTH MANAGEMENT, LLC

RIA
CRD#: 155422
Berlin,

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".
DF
DUNHILL FINANCIAL
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA
Registered Investment Advisory firm - (6/9/2017 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
Connecticut
(6/22/2023)
IAR
Florida
(6/2/2020)
IAR
Texas
(6/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/3/2019
Uniform Investment Adviser Law Examination

Current Firm

DF
DUNHILL FINANCIAL
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA
Registered Investment Advisory firm - (6/9/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Swan Court 11 Worple Road Unit 109, London, SW19 4JS
Mailing Address
Phone number
+1 (561) 685-2381
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts1,701
AUM (Assets Under Management)$ 601,716,422

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

DUNHILL FINANCIAL

CRD#: 288211Berlin 10243

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