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Adam William Hahne

Advisor at Fidelity — White House, TN

Updated today

Credentials

Series 66

Experience

8 years

Location

White House, TN

Fidelity logo

Fidelity

Institution

Total advisors

17,126

Across 1,881 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Adam Hahne is a financial advisor with Fidelity and holds a Series 66 designation. He has eight years of industry experience, including roles at Cambridge Investment Research and Fidelity Brokerage Services. Prior to his financial services career, he worked with SportsMEDIA Technology and the Jacksonville Jaguars Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

White House, TN

White House TN

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

8 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity brokerage Services LLC

2020 - Present • 6 years

Jacksonville, FL

Cambridge Investment Research, Inc.

2018 - 2020 • 2 years

Fairfield, IA

SportsMEDIA Technology

2017 - 2018 • 1 year

Jacksonville, FL

Jacksonville Jaguars Foundation

2016 - 2016 • 1 year

Jacksonville, FL

University of North Florida

2015 - 2017 • 2 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides fee-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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David F

Series 65

Hendersonville, TN

Coordinated Wealth Management, L.L.C.

David Fesmire Sr. is the sole advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, holding a Series 65 designation with 19 years of industry experience. He has been with Coordinated Wealth Management since 2007 and previously worked at Coverage Solutions Group LLC, a life and health insurance agency he owns and operates as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing fundamental analysis and ongoing portfolio review.

General estate planning guidance Wealth management
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Randy P

Series 66

Hendersonville, TN

Cosey Financial Services, Inc.

Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives.

Private / alternative investments Active portfolio management
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Kenneth T

Series 65

Goodlettsville, TN

Coast Wealth Management Group, LLC

Kenneth Thomas Jr. is a financial advisor with Coast Wealth Management Group, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at multiple firms, including Success Wealth Management LLC and Charter Financial Group. In addition to his advisory role, he is involved in insurance sales through his ownership and agency work with Southern Capital Solutions LLC, M&O Marketing LLC, and Gruening Health and Wealth. Coast Wealth Management Group, LLC provides asset management and financial planning services to individual and business clients, managing approximately $19.65 million across fewer than 100 client relationships. The firm’s investment strategies are based on fundamental analysis, tailored to client goals and risk tolerance, and include both discretionary and non-discretionary account management.

General retirement planning
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John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, Tennessee, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, DuTrac Credit Union, and Middleton Farmers Coop. Outside of advisory services, he has operated a lawn care business for over a decade. One Wealth Map serves individual clients, including high-net-worth households, offering investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary assets and employs model portfolios, tax-aware strategies, and tiered service levels to meet client needs.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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Holden V

CFP®, Series 65

Goodlettsville, TN

Vocare Wealth Advisors

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.

General retirement planning Retirement income strategy General estate planning guidance General tax planning Annuities
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