Our Team Thomas W. Hagedorn, CPA, CFPInvestment Advisor(513) email@example.comCRD #1067761 Tom and his wife Mary have been proud to call Anderson Township their home since 1975. They have two grown daughters and enjoy spending time with their three grandchildren. He is an avid bicyclist and enjoys college football and basketball. Tom has been active in numerous civic and charitable organizations over the years, and volunteers regularly at his church. And if you bring up American History, he will talk your arm off. EXPERIENCE40 years managing family investments20 years as a Vice President at two New York Stock Exchange broker-dealers3 years as compliance officer for a mutual fund complex in Cincinnati5 years as the Director of Internal Auditing for the Federal Home Loan Bank of Cincinnati3 years as an auditor at a “Big 8” CPA firmTRAININGCERTIFIED FINANCIAL PLANNER™ PROFESSIONAL - CFP®Investment Foundations™ certificate - CFA InstituteCPA since 1974MBA with concentration in accounting, University of Cincinnati, ‘73B.S. cum laude, University of Cincinnati, ’70Ongoing continuing education for CFP® and CPAMAGNATE ADVISORY SERVICES, LLCInvestment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Magnate Advisory and EnGarde! Investing are deeply-committed to evidence-based investing, which attempts to apply knowledge produced and recognized in current academic research to the investment process.One of the world’s largest providers of financial services provides extensive services to Magnate Advisory and its customers, including execution and clearing of trades, custody of assets, monthly consolidated statements, web access, including a mobile app, and much, much more.Our model portfolios use exchange-traded funds sponsored by industry-leading firms.