A complete list of active advisors currently associated with Hahn Financial Services, LLC
Warmer can help you find a great advisor at Hahn Financial Services, LLC or one who fits your needs even better.
The firm provides asset management and financial planning to individuals as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and deferred compensation plans. Services include discretionary portfolio management and written or verbal recommendations on investments, retirement planning, and insurance products. Its investment approach emphasizes long-term strategies such as asset allocation, dollar‑cost averaging, and reinvestment of dividends, with periodic reviews to align portfolios with clients’ objectives and risk tolerance. The firm conducts ongoing discretionary account reviews and may directly debit advisory fees from client custodial accounts under documented safeguards. The firm’s principal also operates as a licensed insurance producer and offers variable annuities, variable life, and fixed index annuities, with insurance and annuity activities representing a substantial portion of the principal’s time and a material source of compensation. These insurance activities and the principal’s affiliation with an SEC‑registered advisory firm are disclosed as potential conflicts of interest and clients are informed they may implement recommendations through other professionals.
To learn more about the advisors currently working at Hahn Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canon City, CO
| 26
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")