Jeffery Hadt

Wealth Advisor, Oak Partners

Role
Wealth Advisor at Oak Partners Inc
Location
Crown Point, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jeffery Hadt

Joined The Capital Management Group of Oak Partners, in 2022 after a successful career in Manufacturer Sales as a Business Development Manager for the past 16 years. Investment Advisor Representative through LPL Financial. Holding a Bachelor’s degree in Social Sciences from Saint Xavier University. Currently maintain securities registrations, Series 7 and 66 License held through LPL Financial.

Experience

  1. Wealth Advisor

    Oak Partners Inc

    Aug 2022 — Present · US

    Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • Saint Xavier University

    Bachelor of Arts, Social Science

    2000 — 2004

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Jeffery Hadt — Wealth Advisor at Oak Partners Inc in Crown Point, IN, US | Unifers