Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Haagenson is a financial advisor who has been in the industry since 1987. Steven is currently registered with Osaic Wealth, Inc. and is located in Plymouth, MN. Steven specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Steven is licensed to conduct business in several states, including Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Massachusetts, Michigan, Minnesota, Montana, New York, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Wisconsin. Steven also holds Series 7 and 66 securities licenses.
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.
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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2
MN
11/03/2022 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
MN
01/10/2019 - 10/13/2022
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
MN
08/24/2006 - 01/15/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
MN
10/31/2005 - 08/28/2006
AIG FINANCIAL ADVISORS, INC. (PLYMOUTH MN)
AZ
01/17/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
08/21/1992 - 01/16/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/13/1990 - 08/24/1992
CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/05/1989 - 07/16/1990
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
MO
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
09/24/1987 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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