Our Affiliations
Personal Guidance, Supported by Established Partners.
Your relationship is with the Hagen Wealth Management team.
Our professional affiliations provide the resources and support that help us serve you.
INVESTMENT ADVISORY
Gateway Financial Partners provides resources and support for our team. Investment advice is offered through Gateway Wealth Partners, a registered investment advisor.
This affiliation gives our team access to investment management tools and support as we develop and monitor strategies for clients. You continue to work directly with Hagen Wealth Management, where our guidance begins with your goals, priorities, and changing circumstances.
SECURITIES & BROKERAGE
Securities are offered through LPL Financial, Member FINRA/SIPC. Our affiliation gives us access to research, technology, and operational resources that support the guidance and service we provide to clients.
LPL does not offer proprietary investment products, allowing our advisors to consider a broad range of options when making recommendations tailored to each client’s needs. These resources help us stay informed and responsive as your needs and the markets change.
Together, these affiliations give our team resources to support your financial plan at every stage. If you have questions about how either firm fits into the services you receive, we’re always happy to talk them through.
