Financial Planning

Guidance from an experienced local professional.

Leonard Hake, ChFC®

Financial Advisor | Raymond James Financial Services, Inc.

I look at the big picture and work with you to design a plan that is an appropriate fit.

About me

As a goal-oriented financial planner, with over two decades of investment industry experience, I have helped many families and individuals navigate the complexities of financial and investment planning.  My main focus is to be a go-to resource for clients facing major life decisions about everything from how to pay for a child’s education to when and how to retire.

OnPoint’s not-for-profit status allows us to truly put the client first in all we do. Through Raymond James Investment Services, Inc., I am able to to leverage quality investment strategy, research and technology. 

I currently hold the Investment Management Consultant designation through Raymond James Institute of Investment Management Consulting and hold securities licenses Series 7, 63, 65 and 66 as well as an Oregon Resident Life and Health Insurance License.

I live in Portland and spend my free time enjoying the Pacific Northwest with my wife and young son.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.

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Leonard Hake portrait

Branch: Oak Grove, Oregon City, McMinnville, Wilsonville
Phone: 503.778.2870
Toll-Free: 1.800.527.3932, ext. 5597
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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