Winch Financial
44yrs
Top advisor by experience in Appleton
6yrs
Scott Hackl
Financial advisor at Stonehaven Wealth & Tax Solutions
Based in Appleton, Wisconsin, Scott Hackl is a fiduciary financial advisor with 6 years of industry experience. Scott has been with Stonehaven Wealth & Tax Solutions since 2024; before that, Scott spent four years at Cambridge Investment Research Advisors. Stonehaven Wealth & Tax Solutions offers financial planning and investment management and is paid through a percentage of assets.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office540 South Westland Drive, Appleton, WI 54914
How the firm is paid ?Percent of assets
Typical client at the firm ?$542,643
Advisors at the firm3
States licensed ?1 state
Services through Stonehaven Wealth & Tax Solutions
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowStonehaven Wealth & Tax SolutionsCurrent firm
- 2020 – 2024
Contact Scott
(920) 882-0427Stonehaven Wealth & Tax Solutions main office 540 South Westland DriveAppleton, WI 54914Office · Get directions Facebook pageStonehaven Wealth & Tax Solutions
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Stonehaven Wealth & Tax Solutions at (920) 882-0427 and ask for Scott Hackl. Scott works from the Appleton, WI office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Stonehaven Wealth & Tax Solutions reports being paid by a percentage of the assets they manage. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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