# Hasenberg Financial Group

Hasenberg Financial Group is a Bank / Wealth / Trust based in Eau Claire, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Eau Claire, United States
- **Region:** North America
- **Address:** Eau Claire, WI, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** hasenberginc.com
- **LinkedIn:** https://www.linkedin.com/company/hasenbergfinancialgroup

## Regulatory record

- **Reports private funds:** No

## About

Hasenberg Financial Group began operations in 2013 in Eau Claire, Wisconsin, founded by John Hasenberg. The firm operates as a registered investment advisor — a structure that legally obligates it to place client interests ahead of its own. Its core clientele consists of individuals and high-net-worth families, primarily within western Wisconsin, for whom it manages portfolios and provides tax planning and broader financial planning services. The firm's strategy reflects a classic Midwestern wealth-management model built around integrated financial planning rather than a single product. It offers portfolio management — constructing and monitoring investment allocations tailored to individual client goals — alongside tax planning that acknowledges the interplay between investment returns and after-tax outcomes. The service set extends to general financial planning, covering retirement, estate, and cash-flow considerations. Hasenberg Financial Group does not promote a proprietary fund or structured product; its model relies on ongoing advisory relationships with a small, locally concentrated client base. As a boutique RIA in a regional market, Hasenberg Financial Group measures its scale in relationships rather than raw asset totals. The firm's public disclosures do not report aggregate assets under management, and no team headcount is published. Its presence in Eau Claire situates it within a community of roughly 70,000 people, where trust and longevity serve as primary competitive advantages. The firm has not publicly announced the launch of adjacent vehicles, philanthropic foundations, or external club memberships. The structural differentiator for Hasenberg Financial Group is its combination of portfolio management and tax planning under a single fiduciary roof, operating from one office in a secondary Midwestern city. This integrated approach replaces the coordination burden clients often face when their investment manager and tax preparer work in separate firms. For a concentrated local client base, that architecture allows planning that can respond to life events — a business sale, an inheritance, a retirement transition — without the friction of cross-firm communication.

## People

- John Hasenberg — Founder

## Questions

### Does Hasenberg Financial Group run proprietary investment funds?

The firm does not publicly list any proprietary funds, interval funds, or structured products. Its stated services — portfolio management, tax planning, and financial planning — indicate a model built on customized separate-account management rather than pooled vehicles. This architecture gives clients direct ownership of underlying securities and full transparency into holdings.

### What is Hasenberg Financial Group's regulatory status?

The firm operates as a registered investment advisor (RIA), regulated by the SEC or the state of Wisconsin depending on its regulatory assets under management threshold. RIA status imposes a fiduciary duty on the firm, requiring it to disclose conflicts of interest and to manage client portfolios under the Advisers Act standard of care.

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Last updated: 2026-08-11T02:43:31.692Z

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