Kyle HaugeCRD Number: 5412822
Current Firm: Trutina Financial
Kyle Hauge (CRD# 5412822) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 13 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Private Client Services LLC||Louisville, KY||Nov 2013 - Current||9|
|Trutina Financial (dba Of Bellevue Financial)||Bellevue, WA||Aug 2007 - Current||15|
|Symetra Investment Services, Inc.||Bellevue, WA||Jul 2009 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management942MILLIONS
Total Number of Accounts1,119ACCOUNTS
Average Account Value$841,404
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, IA, OR, TX, WA
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