Jordan Hasenberg

Jordan joined Hasenberg Financial Group in January 2020 and serves as a Financial Advisor as of September 2024. He holds a bachelor’s degree in Information Technology Management with a minor in Project Management from the University of Wisconsin-Stout. In March 2024, Jordan achieved his Enrolled Agent status, further enhancing his expertise, and he obtained his Series 65 licensing in September 2024. He resides in Eau Claire with his wife, Brittany, along with their three cats and one dog.

Minimum Enrollment Qualifications for the Enrolled Agent Designation  

The following qualifications must be met in order for an individual to hold the enrolled agent designation:

  • Obtain a Preparer Tax Identification Number (PTIN) 

  • Pass a three-part Special Enrollment Examination that covers federal tax planning, individual and business tax return preparation, and representation

  • Submit IRS applications and pass background checks 

  • Pass a suitability check, which will include tax compliance to ensure that the person has filed all necessary tax returns and there are no outstanding tax liabilities, and criminal background 

  • Complete 72 hours of continuing education every 3 years

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