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Richard H. Wiesner

Haven Wealth Group

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About Richard H. Wiesner

Richard H. Wiesner is an Investment Advisor Representative at Haven Wealth Group. Richard has been a registered Investment Advisor since 2018 and holds the Series 65 license. Richard has over 10 years of experience in the industry. Richard's firm specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals and is located in Houston, TX.

Firm Information

Richard Wiesner is currently registered with Haven Wealth Group. Haven Wealth Group is an investment advisor headquartered in Houston, Texas. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They manage approximately $285 million in assets for 749 clients.
Haven Wealth Group

1111 NORTH LOOP WEST, STE 1110

HOUSTON, TX 77008-1773

$285.57M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat fee for financial plan

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Richard Wiesner’s Registration & Firm History

TX

06/11/2018 - Present

Haven Wealth Group (CYPRESS TX)

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Licenses & Designations

IA

Issued 06/24/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard H. Wiesner.
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