Connor Koviak

Connor serves as a Financial Advisor at Hasenberg Financial Group since January 2021. Holding a bachelor’s degree in business finance from the University of Wisconsin-Eau Claire. Has a Certified Financial Planner designation. Outside of work, Connor enjoys playing hockey, golf, and tennis, while valuing his time with friends and family. His dedication to continuous growth and practical approach makes him a reliable partner for individuals seeking assistance with their financial goals

Minimum Enrollment Qualifications for the Certified Financial Planner 

  • Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.  

  • Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.  

  • Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals.

*Hasenberg Financial Group registered with the SEC on June 1, 2023.