Bpu Investment Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Rebecca Haugh is a certified financial planner working out of Pittsburgh, Pennsylvania, who has been in the industry for 11 years. Haugh is an employee of Bpu Investment Management Inc. Their career trajectory has included roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Bpu Investment Management, Inc. Haugh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Bpu Investment Management Inc is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in four locations and a total of 31 people on staff. It manages $541 million in total assets between its 1,855 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,855 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide set 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. Financial management fee schedules usually are based on which service is offered. However, fees charged by Bpu Investment Management Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bpu Investment Management Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Rebecca Haugh Work History
Rebecca has 11 years of experience.
Bpu Investment Management, Inc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Rebecca Haugh has no disclosures.
Please visit their SEC profile for more details.