Wayne Hake is an experienced financial services professional specializing in financial counseling and education. He has over twenty-five years of business experience in financial consulting, training, and management. Wayne is experienced in advanced business and estate planning, as well as an experienced financial planning seminar leader. He has also taught CFPÒ courses at the University of Texas at San Antonio’s Center for Professional Excellence.
Wayne is a graduate of the University of Nebraska with a master’s degree in finance and has completed additional post-graduate studies at the University of Texas at San Antonio in the areas of Accounting and Management. He holds the distinguished professional certifications of Certified Financial Planner™, Chartered Life Underwriter® and Chartered Financial Consultant® designations. Wayne also holds professional registrations for General Securities Representative (Series 7), Uniform Investment Adviser Law Examination (Series 65), General Securities Principal (Series 24) and Municipal Securities Principal (Series 53).
Wayne has received several industry and company awards for his sales, recruiting, training and sales management abilities. His professional memberships include the National Association of Insurance and Financial Advisors.
Wayne is also an Honor Graduate of the U. S. Army Command and General Staff College and was called to active duty to serve his country during the Persian Gulf war. He retired from the U.S. Army Reserves with the rank of Lieutenant Colonel.
Wayne Hake is a registered principle of and offers securities, investment advisory and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). 10101 Reunion Place, Suite 300, San Antonio, TX 78216-4157, (210) 342-4141. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Business Owners
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Wayne’s Licenses and Disclosures