Wakefield Hare, CFP®
Financial Planner at Greater Than Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Greater Than Financial
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jan 2016 - Present
Savannah, MO Launched Greater Than Financial in January 2016 after 9 years in the financial services industry because I saw an opportunity to 1) serve families who are in a similar stage of life as my own and 2) take advantage of the opportunity to educate people about what they are really paying for financial advice (investment or otherwise). I try to keep as much as my time as possible dedicated to 3 things: building relationships, educating families, and educating myself.
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Financial Advisor
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May 2008 - Dec 2015
St. Joseph, Missouri Area Delivered investment management and financial planning services under an asset fee model.
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Intern
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Jan 2007 - May 2008
St. Joseph, Missouri
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Education
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2008 - 2010
University of Georgia - Terry College of Business
Executive Program for Financial Planning Certification, Financial Planning and Services -
2004 - 2008
Northwest Missouri State University
Finance, Financial Services
Community
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