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HAGER INVESTMENT MANAGEMENT SERVICES, LLC

NEW LONDON, NH · CRD 117097 · IAPD ↗ · hagerinvestments.com · 603-526-4099

$221.6MRegulatory AUM
3Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — HAGER INVESTMENT MANAGEMENT SERVICES, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — HAGER INVESTMENT MANAGEMENT SERVICES, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported RAUM up 42% ($133.0M -> $189.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported RAUM up 27% ($104.4M -> $133.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.