Aaron Hasler Email and Phone Number
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Aaron Hasler personal email
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Skyview Partners is focused exclusively on the financing needs of independent and registered investment advisors. We are focused on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and refinancing needs. Our commitment is to provide excellent customer service to our business owner clients as they navigate the commercial lending process. We are stewards of the wealth management industry and work to protect our business owner clients through our underwriting and due diligence. Aaron Hasler612.669.9073aaron.hasler@skyview.comwww.skyview.com
Skyview Partners
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Managing PartnerSkyview Partners Jan 2018 - PresentWayzata, Minnesota, UsIn conjunction with our Succession Lending platform, SkyView Partners is a boutique investment bank focused exclusively on the needs of independent and registered financial advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring.Succession Lending underwrites the capital request and submits the advisory loan application to a network of lenders. As a result, advisors receive: • Immediate liquidity for sellers• Longer terms and lower monthly payments for buyers• Buyers with competitive rates and terms from competing banksOur Organization is dedicated to the preservation of the small business owner in the independent and registered investment advisory community. We strive to offer the independent and registered advisor the funding requisite to compete with industry consolidators who threaten the existence of small business ownership.
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Managing PartnerSkyview Investment Bank Aug 2020 - PresentManhattan Beach, California, Us -
Transition Specialist For Financial Advisors | Financial Advisor Recruiter | Succession StrategiesPartner At Turning Point Search Mar 2009 - PresentSelecting the right broker-dealer is an extremely important and personal decision – one of the most important you can make regarding your business. As an independent consultant I conduct firm due diligence on behalf of my clients. Firms look the same on the surface: size, payout, services, transition package, yet when you dig deeper and understand the nuances as well as the cultures of these companies, you become empowered and ensure the correct decision for your business and your client relationships. I will get to know you and your business, creating a profile of your business size, strategy, services model, staff and direction.I will help you:• Evaluate the broker-dealer and custodial landscape. • Assess and compare your options.• Advise on optimal transition strategy. • Negotiate up front monetary assistance and ongoing compensation.• Ensure that you are aligning with an exemplary business.
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Regional Director | Financial Advisor RecruiterLpl Financial Services Feb 2008 - Feb 2009San Diego, Ca, UsFinancial Advisor recruiting; Financial Advisor placement. Director of recruiting, of financial advisors from all firms and channels to LPL. Consulted on advisor's business strategy and structure, including growth and marketing. -
Sr Vp Business DevelopmentUsadvisors Network Mar 2004 - Feb 2008New client acquisition for firm focused in the Financial Institution marketplace. Built a network of financial advisors located in banks and credit unions to drive non-fee revenue income to FIs. 75 Financial Institutions, 160 Financial Advisors, $25M in Revenue.
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Business Development ConsultantUsadvisors Network Oct 2002 - Mar 2004Compliance and back office Manager, 5 support staff. Financial advisor recruiter. Financial institution partnerships.
Aaron Hasler Skills
Aaron Hasler Education Details
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St. Olaf CollegeEmphasis - English
Frequently Asked Questions about Aaron Hasler
What company does Aaron Hasler work for?
Aaron Hasler works for Skyview Partners
What is Aaron Hasler's role at the current company?
Aaron Hasler's current role is Capital for Wealth Advisors | Transition Specialist | Succession/Transition Planning.
What is Aaron Hasler's email address?
Aaron Hasler's email address is ah****@****ing.com
What is Aaron Hasler's direct phone number?
Aaron Hasler's direct phone number is +161220*****
What schools did Aaron Hasler attend?
Aaron Hasler attended St. Olaf College.
What are some of Aaron Hasler's interests?
Aaron Hasler has interest in Networking, Social Services, Children, Civil Rights And Social Action, Problem Solving, Environment, Cycling, Or Skiing, Running.
What skills is Aaron Hasler known for?
Aaron Hasler has skills like Strategy, Financial Services, Recruiting, Financial Advisory, Succession Planning, Business Strategy, Finance, Investments, Negotiation, Wealth Management, Investment Advisory, Business.
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