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Ardian Hasko

C(k)P® Certified 401(k) Professional

B Riley Wealth Management

New York

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

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

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wunderlich Securities, Inc. 4 years, 8 months Jan 2015 - Present
Morgan Stanley Smith Barney 2 years, 9 months Apr 2012 - Jan 2015
Pension Partners LLC 10 months May 2011 - Mar 2012
Greenkey Resources LLC 4 months Dec 2010 - Apr 2011
The H Company LLC C/O Halston 2 years, 1 month Oct 2008 - Nov 2010

Designations & Memberships

  • Certified 401(k) Professional
    Designation
    Certified 401(k) Professional
    The C(k)P designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practice retirement plan management experience, and the completion of a comprehensive and highly specialized educational program.

Articles and Answers

Insights by Ardian Hasko

The fear of touching the 401(k)
Published 2016-01-26 09:18:46
What do Macchiato and 401(k) have in common?
Published 2016-01-06 11:12:54
Head in the Sand on 401(k)
Published 2016-01-06 11:08:39
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can i find my 401k?
    It depends on which provider. I would do a company 401(k) search, find the provider handling it and reset your login information on their participants' website....  (more)
    Answered Oct 2015
    I also needed to know if after working with the ciunty of San Diego for 30 years did she have an ira or a 401 k?
    County and State employees usually have 457(b) plans or 401(k) but that's rare and Pension Plans. Look up the county's administration and personnel office and call them to ask for information. They will give you the service provider's information to call and check if there's an account....  (more)
    Answered Jan 2016
    How can I see my fund balance?
    Hi Anita,what are you referring to: a 401(k), an investment account or a particular mutual fund?...  (more)
    Answered Jan 2016
    How do I look at my personal 401k account?
    You can also look up your company's plan and see who the service provider is and call them directly. If you look up a company in Brightscope, if the plan has shared enough information they'll tell you at the bottom of the page the service provider (i.e. Fidelity, ADP, Vanguard)....  (more)
    Answered Jan 2016
    I am set to retire October 1, 2016. Should i continue to max out my 457b plan?
    James and Larry are right. Nobody can give you a qualified and definite answer without looking at your particular financial situation, expenses and obligations, lifestyle and other means of income. You should consult a financial planning professional for a complete retirement financial plan and not ...  (more)
    Answered Jan 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        Dec 13, 2018
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        1
      • as of date
        Dec 13, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      B Riley Wealth Management

      Last updated on March 31, 2019
        • $2.2B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 6K
          Accounts
        • $344.6K
          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