# HABERLING FINANCIAL GROUP, INC.

HABERLING FINANCIAL GROUP, INC. of KENNEWICK, WA is an SEC-registered investment adviser.

## Registration

- CRD: 118153
- Type: SEC-registered investment adviser
- SEC file number: 801-61119
- Location: 1141 NORTH EDISON, SUITE A, KENNEWICK, WA, 99336
- Phone: 509-735-7507
- Latest filing: 2015-10-21
- Regulatory AUM: $332.0M
- Discretionary AUM: $327.0M
- Non-discretionary AUM: $5.0M
- Clients: 13
- Accounts: 2,239

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| HABERLING JON TYLER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MESSINGER BENJAMIN DAVID | VICE PRESIDENT | — |
| TALLMAN TIMOTHY MICHAEL | TREASURER | — |
| LAGONEGRO ROBERT M | CHIEF COMPLIANCE OFFICER; INVESTMENT ADVISOR | — |
| PALM STEPHEN NORRIS | OPERATIONS OFFICER | — |
| WANG WILLIAM TING HSIANG | MINORITY OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118153/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118153/similar
- Related entities: https://search.stillhousedata.com/firm/118153/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118153

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.