Scott Hackl
Investment Adviser Representative at Stonehaven Wealth & TAX Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Hackl is an investment adviser representative with Stonehaven Wealth & TAX Solutions in Appleton, WI, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Cambridge Investment Research Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, Inc.Jul 2020 – Oct 2024Fairfield, IA
- Fellowship of Catholic University StudentsJan 2019 – May 2021Genesee, CO
- St. Paul University Catholic Foundation, IncMay 2012 – Dec 2018Madison, WI
- Cambridge Investment Research Advisors, Inc.Nov 2020 – Oct 2024Fairfield, IA
- St. Paul University Catholic Foundation, Inc.Sep 2020 – Sep 2024Madison, WI
- Hackl Financial LLCAug 2020 – no end date reportedAppleton, WI
- Stonehaven Wealth & Tax SolutionsOct 2024 – no end date reportedAppleton, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonehaven Wealth & TAX Solutions
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers financial guidance, wealth management, legacy/estate planning, and insurance services, providing a vast menu of programs, products, and services including non-proprietary mutual funds and life insurance tailored to clients' unique needs.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Appleton, WI
- SEC file number:
- 801-131172
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 27, 2026
View full firm profileOther advisors at Stonehaven Wealth & TAX Solutions
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Hackl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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