Hayley
Halverson

Pruco Securities, LLC

CRD#7256322
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Hayley Halverson is a financial advisor who works out of Sioux Falls, South Dakota who has 2 years of relevant experience. Halverson is currently employed by Pruco Securities, LLC. Their career trajectory has included roles at Mutual Of Omaha Insurance Company, The Pheasant Restaurant & Lounge, Daktronics, Inc, U.S. Senator Mike Rounds, Winner City Pool, Holiday House Restaurant, Friends Of Dusty Johnson, South Dakota State University, Mutual Of Omaha Investor Services, Pruco Securities, LLC and Prudential Insurance Company Of America. Halverson has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa and South Dakota. Pruco Securities, LLC is a financial advisory business operating out of Newark, NJ. It has offices in 42 locations and a total of 2,500 financial advisors. It oversees $14 billion in total assets across its 106,737 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 106,737 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the type of services offered. Fee types billed by Pruco Securities, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 N. Dakota Ave Suite 314
Sioux Falls, SD 57104

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$14,029,321,422

SD Average: $10,121,009,343
Total Number of Employees

2,500

SD Average: 92
Total Number of Accounts

106,737

SD Average: 6,978
Average Account Size

$131,438

SD Average: $1,450,417

Investment Advisory Services

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

Hayley Halverson Work History

Hayley has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pruco Securities, LLC

2021 - Present (3 years)

Prudential Insurance Company Of America

2020 - 2021 (1 year)

Mutual Of Omaha Insurance Company

2020 - 2020 (< 1 year)

Friends Of Dusty Johnson

2020 - 2021 (1 year)

Mutual Of Omaha Investor Services

2019 - 2019 (< 1 year)

U.S. Senator Mike Rounds

2018 - 2020 (2 years)

The Pheasant Restaurant & Lounge

2017 - 2018 (1 year)

Daktronics, Inc

2016 - 2020 (4 years)

South Dakota State University

2012 - 2016 (4 years)

Winner City Pool

2012 - 2016 (4 years)

Holiday House Restaurant

*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 Hayley Halverson 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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Oksana Flaks
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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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