About

Scroll

Paul HassebroekWelcome to paulhassebroek.com! I write about personal finance, business, and technology topics that I find interesting. I’m passionate about investing and love business and entrepreneurship. For the past 11 years, I have worked as an independent investment advisor providing investment and financial planning advice to individual and institutional clients.

This site is for information only and you should read the disclaimer page for this site’s policies and disclosures. The bottom line is that myself (and any other contributors) have no way of knowing your particular investment objectives, financial situation or needs and couldn’t possibly know any recommendations that would be appropriate for you.

Career

After working at a national brokerage firm, I started my independent advisory career by founding Six Four Capital Management in 2005. In 2014, I joined Valiant Wealth, a boutique family office in West Des Moines, IA. At Valiant, I work with financial planning clients on a variety of issues including: retirement planning, insurance planning, and investment management. I also manage a series of risk based portfolios for clients constructed around data-driven, fundamental research.

I receive no commissions from recommending products to my clients. I have a passion for small business and have consulted with several companies and startups on issues related to capital formation, financial modeling, strategic planning, and marketing.

This blog is not affiliated nor endorsed by Valiant Wealth. To learn more about my current work, please visit my firm’s page at valiantwealth.com.

Work History

Valiant Wealth
Partner, Chief Compliance Officer, Investment Advisor Representative
09/2014-Current
West Des Moines, IA

  • Manage risk tolerance based asset allocation models
  • Facilitate all aspects of family office clientele’s financial lives
  • Conduct due diligence on the firm’s private equity opportunities
  • Author blog posts and articles for the firm on topics like investing, the economy, business and personal finance

Six Four Capital Management
Founder, Investment Advisor Representative
12/2005-02/2015
West Des Moines, IA

  • Fee-only investment advisor providing investment plans, financial plans, and retirement plans for individuals
  • Managed five risk tolerance based asset allocation models
  • Managed Six Four Capital’s two managed accounts: the Opportunistic Growth Strategy and the Growth and Income Strategy
  • Fundamental investor specializing in equities and options research, analysis, and trading

River Glen
Director Of Investment Strategy
09/2009-03/2012
West Des Moines, IA

  • Developed River Glen’s investment planning strategy focusing on research, equity and derivative trading
  • Served on the River Glen Investment Committee and authored articles for the firm
  • Built, implemented, and managed an equity and option separate account strategy for the firm’s clients. Established a 30 month track record while meeting key firm objectives
  • Conducted due diligence on sub advisors along with other investment research as needed
  • Facilitated client and prospect presentations and represented the firm at networking events

Edward Jones
Investment Representative
03/2004-11/2005
Clive, IA

  • Investment sales, Series 7/63 registered representative
  • Helped clients select stocks, bonds, CDs, and mutual funds for their investment plans
  • Built up client list through cold calling and door knocking

Wells Fargo
Licensed Banker
08/2001-03/2004
Urbandale, IA

  • Last position held – One of the first Series 7 licensed personal bankers in the State of Iowa (Series 7 passed 9/2003)
  • Cross sold investment products to bank clients
  • Developed relationships with mortgage originators to market home equity loans/lines to mutual clients