Kurt
Haugen
Landmark Wealth Management Group
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About this Advisor
Kurt Haugen is a financial advisor working in Hudson, Wisconsin who has 1 year of industry experience. Haugen is currently employed by Landmark Wealth Management Group. Their career trajectory has included roles at Thrivent Investment Management Inc, Erj Dinning, Thrivent Financial, Thrivent Advisor Network, LLC Dba Landmark Wealth, Purshe Kaplan Sterling Investments and Landmark Wealth Management Group. Haugen holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Landmark Wealth Management Group is a registered investment company operating out of Lake Elmo, MN. The investment advisory business has offices in three locations and a total of 28 people on staff. It manages $717 million in assets under management between its 2,655 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,655 accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. The company provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice depend on the services offered. Fee types charged by Landmark Wealth Management Group most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Landmark Wealth Management Group Brokerage Details
$717,201,934
28
2,655
$270,133
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
Kurt Haugen Work History
Kurt has been registered as a financial advisor for 1 years.*
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
*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 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
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Lake Elmo, MN
Hudson, WI
Lake Elmo, MN
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