John Thomas Hagensen

Chief Executive Officer at Keystone Wealth Partners LLC

Finance

Profile

John Thomas Hagensen is the founder and currently holds the position of Managing Director at Keystone Wealth Partners LLC, which he founded in 2014.
He was also a Principal at Berthel Fisher & Co. Financial Services, Inc. from 2009 to 2014.

John Thomas Hagensen active positions

Companies	Position	Start
Keystone Wealth Partners LLC Keystone Wealth Partners LLC Investment ManagersFinance Keystone Wealth Partners LLC (Keystone) is a full-service wealth management firm headquartered in Chandler, Arizona. The firm was founded by John Hagensen in 2014 and was acquired by Creative Planning LLC in 2022. Keystone provides wealth management services to a diverse client base who includes individuals, families, trusts, and corporate retirement plans.	Chief Executive Officer	2014-05-31

All active positions of John Thomas Hagensen

Former positions of John Thomas Hagensen

Companies	Position	End
Berthel Fisher & Co. Financial Services, Inc. Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co.	Corporate Officer/Principal	2014-06-30

See the detail of John Thomas Hagensen's experience

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