Hannah E. Wardenburg
THE WEALTH COLLABORATIVE | Associate Wealth Advisor
Lake Saint Louis, MO
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CRD#: 6941375
Professional summary
Hannah Elizabeth Wardenburg, who also goes by Hannah Elizabeth Weller, Hannah Weller, is a registered financial advisor currently at THE WEALTH COLLABORATIVE located in Lake Saint Louis, Missouri.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Hannah has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Hannah is crystal clear on how to kick off her bio: she is a dog lover and is loud and proud about Deuce, her black lab, who’s been part of the relationship with her boyfriend-turned-husband for the last 10 years. But there’s more to Hannah than that…
Hannah’s childhood hero was her dad. So instead of dreaming of being an athlete, a ballerina, a princess—she wanted the exotic life her dad had: as a businessman.
Hannah’s dad, a corporate exec, travelled for work and sent back pictures of all the places he went; his world including meetings, phone calls, travel--right down to dry cleaning of suits—seemed a-ok, so Hannah resolved to be a “businessperson”. Now to find the business.
After business school, she worked for a financial advisory firm with a vibrant training program for new advisors. Driven by the thought that she could someday help her parents plan and give back to them for what they’d done for her…Hannah jumped in with both feet.
Hannah brings a love of organization to her approach; simplifying document trails, clarifying questions, and taking the time to empower her clients to effectively understand their complete financial picture. With a husband in the Missouri National Guard, Hannah makes a point to help military families however and whenever she can. Family overall is everything to Hannah; she’s one of five siblings in a happy blended family with a string of wonderful childhood memories.
Thus, family is a big part of Hannah’s definition of well-th: four components of being well-thy are physical, mental, emotional, and financial health—which gives you the freedom to do what you want, with those most special to you.
We asked Hannah for a time when she “hit it out of the park” for a client. She didn’t think this was a big deal but related the story of one of her favorite clients—a 90-year-old widow who was well off and living her best life. Hannah spent long lunches with her learning as much as she could and soaking up her stories; financials and portfolios never a part of their client meetings, but instead a deep relationship built because of planning that had allowed the client to live many of her dreams.
We think that’s a pretty good homerun.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hannah Elizabeth Weller | Hannah Weller
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.
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Elizabeth Wardenburg'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®
NoneExperience
Current
April 12, 2024 - Present
THE WEALTH COLLABORATIVE
RIA
CRD#: 329753
Lake Saint Louis, MO
Past
November 8, 2021 - December 18, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
St. Louis, MO
Past
November 8, 2021 - December 18, 2023
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
May 14, 2019 - March 30, 2021
EDWARD JONES
RIA
CRD#: 250
WENTZVILLE, MO
Past
April 18, 2019 - March 30, 2021
EDWARD JONES
BD
CRD#: 250
WENTZVILLE, MO
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
California(10/29/2024)
IAR
Missouri(4/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
THE WEALTH COLLABORATIVE
THE WEALTH COLLABORATIVE | THE WEALTH COLLABORATIVE LLC
CRD#: 329753 / SEC#:
California
Registered Investment Advisory firm - (10/29/2024 Approved)Missouri
Registered Investment Advisory firm - (4/12/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lake Saint Louis, MO
Mailing Address
Phone number
(314) 922-7399
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 403,044 |
Red Flags
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