Hana Walton has been an investment adviser representative at The Stanich Group since March 2025, and is not listed among the firm’s executive officers or direct owners.
The Stanich Group LLC is a firm with $210M under management, 175 clients and 5 advisers in one office, as of its March 2026 filing.
Hana Walton is paraplanner at Cultivating Wealth, where she provides support in developing customized financial plans, preparing detailed analyses and assisting with investment strategies. She spent over a decade as a public school music teacher in New York, and learning about 403(b) plans led to her interest in financial planning.
- Cultivating WealthCurrent– present · 1 yearNewcastle, ME · Adviser representative · Firm CRD 282447
Investment adviser representative registrations
Hana Walton is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- MaineSince 20 March 2025
- New YorkSince 6 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2024 |
| SIE | Securities Industry Essentials Examination | 16 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8053402
- Firm
- The Stanich Group · CRD 282447
- Office
- Newcastle, ME
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cultivatingwealth.com
Where does Hana Walton work?
Hana Walton is an investment adviser representative registered through The Stanich Group LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Hana Walton a financial advisor?
Yes. Hana Walton has a current investment-adviser registration in Maine and New York, through The Stanich Group since March 2025.
How many years of experience does Hana Walton have?
Hana Walton has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Hana Walton passed?
Hana Walton has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2024.
Where is Hana Walton based?
Hana Walton’s registered office is in Newcastle, ME.
Is Hana Walton registered with FINRA?
No. Hana Walton has no current broker registration.
How can I verify Hana Walton’s record?
Search CRD 8053402 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hana Walton’s full registration record.
