Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Lee Haugaard is an investment advisor representative with Fisher Investments, a firm based in Plano, Texas. Donovan has been in the financial services industry since 1997. Previously, Donovan worked for Thrivent Investment Management Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, TCF Securities, Inc., and WMA Securities, Inc.. Donovan has a Series 6, 7, 63, and 66 licenses. Donovan is experienced in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Donovan's specializations include financial planning, investment management, and portfolio assessment.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
MN
07/13/2006 - 09/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (HASTINGS MN)
MN
03/02/2000 - 09/28/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/02/2000 - 09/28/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/10/1998 - 01/10/2000
TCF SECURITIES, INC. (MINNEAPOLIS MN)
GA
06/06/1997 - 07/07/1998
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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