Crystal
Hatteberg
Royal Alliance Associates, Inc
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About this Advisor
Crystal Hatteberg is a financial advisor working out of Chaska, Minnesota with a total of 3 years of relevant experience. Hatteberg is currently employed by Royal Alliance Associates, Inc. Their career trajectory has included roles at Lpl Financial LLC, Stevens Foster Financial Advisors, Advisornet Wealth Management, Cetera Advisor Networks LLC, Cetera Advisor Networks, Royal Alliance Associates, Inc and Eagle Creek Financial Advisors. Hatteberg has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Minnesota. Royal Alliance Associates, Inc is an advisory company operating out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 financial advisors. It controls $30 billion in assets across its 149,233 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 191 charities and foundations. Of its 149,233 client accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types billed by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Crystal Hatteberg Work History
Crystal has been registered as a financial advisor for 3 years.*
Royal Alliance Associates, Inc
Eagle Creek Financial Advisors
Cetera Advisor Networks
Advisornet Wealth Management
Cetera Advisor Networks LLC
Lpl Financial LLC
Stevens Foster Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Crystal Hatteberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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St Louis Park, MN
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Southfield, MI
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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