Hannah Chavez has been an investment adviser representative at Financial Strategies since February 2020, and is not listed among the firm’s executive officers or direct owners. Hannah Chavez holds a Master of Science in Personal Financial Planning from the College for Financial Planning and a Bachelor of Arts in Communication and Spanish from Carthage College.
Financial Strategies, Inc. is a Brookfield, WI firm with $150M under management, 199 clients and 4 advisers in one office, as of its September 2026 filing.
Hannah Chavez is Vice President & Financial Planner of Financial Strategies, Inc., based in Brookfield, Wisconsin. She creates financial plans for clients, focusing on tax planning, retirement planning, estate planning, insurance planning and college funding strategies. She serves as Treasurer on the board of Exploit No More, an organization that supports victims and survivors of human trafficking in the Milwaukee area.
- Financial Strategies, Inc.Current– present · 6 yearsBrookfield, WI · Adviser representative · Firm CRD 113097
Professional designations
Listed by Financial Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Hannah Chavez is registered as an investment adviser representative in Wisconsin, since February 2020.
- WisconsinSince 7 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hannah Jane Chavez
- CRD
- 6739973
- Firm
- Financial Strategies · CRD 113097
- Office
- 13555 BISHOPS COURT, SUITE 340, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialstrategiesinc.com
Where does Hannah Chavez work?
Hannah Chavez is an investment adviser representative registered through Financial Strategies, Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Hannah Chavez a financial advisor?
Yes. Hannah Chavez has a current investment-adviser registration in Wisconsin, through Financial Strategies since February 2020.
How many years of experience does Hannah Chavez have?
Hannah Chavez has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has Hannah Chavez passed?
Hannah Chavez passed the Series 65 in February 2020.
Where is Hannah Chavez based?
Hannah Chavez’s registered office is in Brookfield, WI.
Is Hannah Chavez registered with FINRA?
No. Hannah Chavez has no current broker registration.
Is Hannah Chavez a CFP?
Financial Strategies lists Hannah Chavez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Hannah Chavez’s record?
Search CRD 6739973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hannah Chavez’s full registration record.
