Madison
Anderson
Haussmann Financial Inc
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About this Advisor
Madison Anderson is a financial advisor based in Lake Forest, California, working with Haussmann Financial Inc. Madison has previously held positions at Haussmann Financial, Securities America, Inc, Katella Grill, Mulberry St Ristorante, California State University, Fullerton, Italian Cottage, Butte College, Core Butte High School, and Osaic Wealth, Inc. Madison has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Madison is part of Haussmann Financial Inc, which operates out of Lake Forest, California. The firm has 1 office and 8 employees. The firm manages assets totaling $778.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Haussmann Financial Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Haussmann Financial Inc Brokerage Details
$778,538,364
8
2,216
$351,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Madison Anderson Work History
Osaic Wealth, Inc
Securities America, Inc
Securities America, Inc
Haussmann Financial, Securities America, Inc
Katella Grill
Mulberry St Ristorante
California State University, Fullerton
Italian Cottage
Butte College
Core Butte High School
Disclosures
Please visit the SEC profile of Madison Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Haussmann Financial Inc
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
Lake Forest, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
