Scott Hackl has been an investment adviser representative at Stonehaven Wealth & Tax Solutions since October 2024, and is not listed among the firm’s executive officers or direct owners. Scott Hackl studied School of Business at the University of Wisconsin-Madison.
Stonehaven Wealth & Tax Solutions, LLC is an Appleton, WI firm with $168M under management, 310 clients and 3 advisers in one office, as of its April 2026 filing.
Scott Hackl is Wealth & Tax Strategist of Stonehaven Wealth & Tax Solutions, LLC, based in Appleton, Wisconsin. He joined the firm after a career in diverse areas of business. He led a capital campaign to rebuild the Catholic church and student center at the University of Wisconsin-Madison and served as the building owner's representative.
Scott Hackl’s longest registration was 3 years at Cambridge Investment Research Advisors, Inc. (2020–2024). Before joining Stonehaven Wealth & Tax Solutions in 2024, Scott Hackl was registered through Cambridge Investment Research Advisors, Inc.
- – present · 2 yearsAppleton, WI · Adviser representative · Firm CRD 332731
- Cambridge Investment Research Advisors, Inc.– · 3 yearsAppleton, WI · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Scott Hackl is registered as an investment adviser representative in Wisconsin, since October 2024.
- WisconsinSince 21 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 August 2020 |
| SIE | Securities Industry Essentials Examination | 28 July 2020 |
| Series 7TO | General Securities Representative Examination | 17 July 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 7259598
- Firm
- Stonehaven Wealth & Tax Solutions · CRD 332731
- Office
- 540 SOUTH WESTLAND DRIVE, Appleton, WI 54914
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehavenwealth.com
Where does Scott Hackl work?
Scott Hackl is an investment adviser representative registered through Stonehaven Wealth & Tax Solutions, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Scott Hackl a financial advisor?
Yes. Scott Hackl has a current investment-adviser registration in Wisconsin, through Stonehaven Wealth & Tax Solutions since October 2024.
How many years of experience does Scott Hackl have?
Scott Hackl has 6 years in the financial industry, since July 2020, across 2 adviser firms.
What exams has Scott Hackl passed?
Scott Hackl has passed 3 licensing exams: the Series 7TO, SIE and Series 66. The earliest, the Series 7TO, was passed in July 2020.
Where is Scott Hackl based?
Scott Hackl’s registered office is in Appleton, WI.
Is Scott Hackl registered with FINRA?
No. Scott Hackl has no current broker registration.
How can I verify Scott Hackl’s record?
Search CRD 7259598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Hackl’s full registration record.
