Brett
Haukedahl

Commonwealth Financial Network

CRD#6214093
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brett Haukedahl is a financial advisor working in Minneapolis, Minnesota, with a total of 10 years in the industry. Haukedahl currently works for Commonwealth Financial Network. Their career trajectory has included roles at Travel, The Compass School, Sav 29, Summers Backcountry Outfitters, Capital Management Securities, Inc, Haukedahl Financial Services. LLC and Commonwealth Financial Network. Haukedahl holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Commonwealth Financial Network is a registered investment company operating out of Minneapolis, Minnesota. The investment advisory business has offices in 1,090 locations and a total of 3,400 people on staff. It manages $111 billion in total assets across its 436,517 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 277 charities and foundations. Of its 436,517 customer accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9801 Dupont Ave S Suite 395
Minneapolis, MN 55431

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MN Average: $16,012,751,954
Total Number of Employees

3,400

MN Average: 118
Total Number of Accounts

436,517

MN Average: 4,567
Average Account Size

$255,295

MN Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brett Haukedahl Work History

Brett has 10 years of experience.

2017 - Present (3 years)

Commonwealth Financial Network

2013 - Present (7 years)

Haukedahl Financial Services. LLC

2013 - 2017 (4 years)

Capital Management Securities, Inc

2012 - 2013 (1 year)

Travel

2010 - 2012 (2 years)

The Compass School

2010 - 2010 (< 1 year)

Sav 29

2010 - 2010 (< 1 year)

Summers Backcountry Outfitters

Disclosures

Brett Haukedahl has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Austin Ridgley
Wexford, PA
Candice Jones
Sausalito, CA
John D'Agostino
Prospect, CT
Renee Borchardt
Peachtree City, GA
Joshua Cannata
Roselle, IL
Brian Regier
Fresno, CA
Andrew Widmann
Bowie, MD

This content was compiled from the SEC and FINRA.

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