Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Haugen is a financial advisor in Hudson, WI, registered with Beacon Pointe Advisors, LLC and has been in the industry for 7 years. Kurt is a Series 7 and Series 63 licensed advisor with a Series 65 license for investment advisory services. Kurt's firm manages over $31 Billion in assets. The firm provides portfolio management for individuals, investment companies, businesses, pooled investment vehicles, and pension consulting services. They also offer educational seminars, market timing services, publication of periodicals, selection of other advisors, financial planning, and consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/23/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
WI
01/21/2016 - 03/17/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Hudson WI)
IA
Issued 05/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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