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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Capfinancial Partners, LLC 7 months, 1 week May 2019 - Present
Cornerstone Capital Advisors 13 years May 2006 - May 2019

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Glen Hahlen

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Is it advisable to borrow, in the form of a fixed loan, for the purchase of securities?
Hi Peter. In my opinion it is always a risky proposition to borrow in order to invest in a market where returns are never guaranteed. In theory it works, assuming returns average 7-8%. But returns are never average and the market can go through cycles where the returns aren't there. The US stock...  (more)
Answered Oct 2013
What return should we expect for 6-10 year period?
The best answer, as already mentioned, is to determine a level of risk you are comfortable with. Nobody knows for certain where the market is heading. You can control the risk of the portfolio, the amount you invest and fees/expenses - focus on this and not the unpredictability of market returns. ...  (more)
Answered Nov 2013
How much disability income insurance do I need? Should I get disability insurance?
Great answers from everybody. Disability insurance is very important to have in place but it is not discussed much. Life insurance is much more common, but you are much more likely to become disabled causing a loss of income which will severely impact your life. Check your employer or any affilia...  (more)
Answered Mar 2014
How much can an individual expect to pay an RIA for fee-only hourly? What about flat fee for 3(16) fiduciary services?
Hi KC,Andy has some good advice. Planning costs may range from $1.5k to $3.5k depending on the complications with your personal situation. If you are looking for portfolio management some planners may charge a flat fee and others may charge around 1% of your portfolio with this percentage decreas...  (more)
Answered Oct 2013
After I leave a company should I leave my money in the 401k or transfer it to an IRA?
Toni, all great answers to your question. About the only investment you may have access to within your 401(k) that you wouldn't be able to access in an IRA is a stable value fund. Depending on your thoughts on interest rates it may be a good place to park some of the 'safe' side of a portfolio all...  (more)
Answered Nov 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 1, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Capfinancial Partners, LLC

    Last updated on May 10, 2019
      • $289.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 19K
        Accounts
      • $15.1M
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements