Christi Hake

Christi Hake Email and Phone Number

Smith Moore Senior Vice President, Financial Advisor @ Smith Moore
clayton, missouri, united states
Christi Hake's Location
Jefferson City, Missouri, United States, United States
Christi Hake's Contact Details

Christi Hake personal email

n/a

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About Christi Hake

OUR FIRM provides comprehensive financial planning services to individuals,families and small businesses. We utilize a holistic approach in analyzing and planninga client’s investment portfolio, retirement, children’s education, goal planning, taxadvantaged investing, risk management and estate planning. Recommendationsare based solely on your specific needs, circumstances and goals.

Christi Hake's Current Company Details
Smith Moore

Smith Moore

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Smith Moore Senior Vice President, Financial Advisor
clayton, missouri, united states
Website:
smithmoore.com
Employees:
46
Christi Hake Work Experience Details
  • Smith Moore
    Senior Vice President & Financial Advisor
    Smith Moore Dec 2018 - Present
    Jefferson City And The Greater St. Louis Area
    OUR FIRM provides comprehensive financial planning services to individuals,families and small businesses. We utilize a holistic approach in analyzing and planninga client’s investment portfolio, retirement, children’s education, goal planning, taxadvantaged investing, risk management and estate planning. Recommendationsare based solely on your specific needs, circumstances and goals. OUR MISSION is to partner with clients to establish and achieve financial goalsthrough objective planning and management of investment assets. Our purpose isto help build, manage and preserve your wealth. We practice the golden rule and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients’ successin achieving their goals.OUR CLIENTS share in the realization that by coordinating and managing today’sfinancial decisions they can achieve their goals for tomorrow. They areindividuals and businesses that expect excellence and have made a firmcommitment to achieving it themselves. Our clients usually have no desire tomanage their financial affairs on a daily basis, want to simplify their lives, and arewilling to enter into a long-term relationship that is mutually beneficial. They arehighly motivated to work with a professional advisor.
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  • Wealth Management Partners, Llc
    Managing Principal & Financial Advisor
    Wealth Management Partners, Llc Jun 2015 - Dec 2018
    Greater St. Louis Area
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  • Waddell & Reed
    District Branch Manager
    Waddell & Reed Jan 2012 - Jun 2015
    Columbia, Mo
    As the District Branch Manager of the Columbia, MO office of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include:• Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede financial advisor success.• Executing frontline supervision, identifying and addressing supervisory issues as needed.• Guiding financial advisors in developing succession strategies as they plan for their own retirement.• Encouraging financial advisors to maintain a balanced approach to business and personal goals.
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  • Edward Jones
    Financial Advisor
    Edward Jones Jul 2007 - Jan 2012
    Greater St. Louis Area, United States
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Christi Hake Skills

Investment Advisory Retirement Asset Allocation Financial Planning Retirement Planning Life Insurance Leadership Wealth Management Investment Strategies Securities Series 7 Estate Planning Management Finance Investments Financial Advisory Trading Mutual Funds

Christi Hake Education Details

Frequently Asked Questions about Christi Hake

What company does Christi Hake work for?

Christi Hake works for Smith Moore

What is Christi Hake's role at the current company?

Christi Hake's current role is Smith Moore Senior Vice President, Financial Advisor.

What is Christi Hake's email address?

Christi Hake's email address is c.****@****nes.com

What is Christi Hake's direct phone number?

Christi Hake's direct phone number is +131427*****

What schools did Christi Hake attend?

Christi Hake attended Webster University, Southern Illinois University Edwardsville.

What skills is Christi Hake known for?

Christi Hake has skills like Investment Advisory, Retirement, Asset Allocation, Financial Planning, Retirement Planning, Life Insurance, Leadership, Wealth Management, Investment Strategies, Securities, Series 7, Estate Planning.

Who are Christi Hake's colleagues?

Christi Hake's colleagues are Daniel P. Moran, Andrew Frederick, Randall Rhyner, Mylan Anderson, Tim Borman, Anna Probst, Matthew Bragg, Cfp®.

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