Haley
Wainio
Erts Wealth Advisors, LLC
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About this Advisor
Haley Wainio is a financial advisor based in Marquette, Michigan, working with Erts Wealth Advisors, LLC. Haley has previously held positions at Wells Fargo Bank, Na, Northern Michigan University, Jackson's Pit, Edward D. Jones & Co., L.P, Erts Wealth Advisors, LLC Dba Mommaerts Mahaney Fin Svcs, Huntington Bancshares Inc, Mbank S.A, and Wells Fargo & Company. Haley has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Haley is part of Erts Wealth Advisors, LLC, which operates out of Marquette, Michigan. The firm has 12 employees and manages assets totaling $566.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Erts Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Erts Wealth Advisors, LLC Brokerage Details
$566,750,000
12
2,581
$219,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Haley Wainio Work History
Erts Wealth Advisors, LLC Dba Mommaerts Mahaney Fin Svcs
Mbank S.A
Huntington Bancshares Inc
Wells Fargo Bank, Na
Edward D. Jones & Co., L.P
Wells Fargo & Company
Northern Michigan Unverstiy
Jackson'S Pit
Disclosures
Please visit the SEC profile of Haley Wainio 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 Erts Wealth Advisors, LLC
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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