Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Haukedahl Financial Services. LLC
Capital Management Securities, Inc
The Compass School
Summers Backcountry Outfitters
Brett Haukedahl has no disclosures.
Please visit their SEC profile for more details.
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