Kent
Haueter

Harold Dance Investments

CRD#843840
Investment Advisor
in Logan, UT

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About this Advisor

Kent Haueter is a financial advisor based in Logan, Utah, working with Harold Dance Investments. Kent has previously held a position at Harold Dance Investments. Kent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Utah. Currently, Kent is part of Harold Dance Investments, which operates out of Logan, Utah. The firm has 7 employees and manages assets totaling $119.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Harold Dance Investments includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

72 E Center Street
Logan, UT 84321

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Harold Dance Investments Brokerage Details

Total Assets Under Management

$119,000,000

UT Average: $693,624,108
Total Number of Employees

7

UT Average: 12
Total Number of Accounts

207

UT Average: 1,115
Average Account Size

$574,879

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kent Haueter Work History

2006 - Present (18 years)

Harold Dance Investments

Disclosures

Please visit the SEC profile of Kent Haueter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harold Dance Investments

Aaron Neeley
Logan, UT
Jack Peterson
Logan, UT
Daniel Neeley
Logan, UT
Kent Haueter
Logan, UT
Stephen Neeley
Logan, UT
Patty Bartholomew
Logan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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