Kurt
Haugen
Landmark Wealth Management Group
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About this Advisor
Kurt Haugen is a financial advisor based in Hudson, Wisconsin, working with Landmark Wealth Management Group. Kurt has previously held positions at Thrivent Investment Management Inc, Erj Dinning, Thrivent Financial, Thrivent Advisor Network, LLC Dba Landmark Wealth, Landmark Wealth Management Group, and Purshe Kaplan Sterling Investments. Kurt has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Kurt is part of Landmark Wealth Management Group, which operates out of Hudson, Wisconsin. The firm has 3 offices and 40 employees. The firm manages assets totaling $824.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Landmark Wealth Management Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Landmark Wealth Management Group Brokerage Details
$824,391,424
40
2,904
$283,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kurt Haugen Work History
Landmark Wealth Management Group
Purshe Kaplan Sterling Investments
Thrivent Advisor Network, LLC Dba Landmark Wealth
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Erj Dinning
Disclosures
Please visit the SEC profile of Kurt Haugen 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 Landmark Wealth Management Group
River Falls, WI
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
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