Margaret Haslach, financial advisor Bellevue WA
90 score

Margaret Haslach

CRD Number: 6142368
Current Firm: Hornor, Townsend & Kent, Inc.

Margaret Haslach (CRD# 6142368) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Bellevue, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Insurance Co Horsham, PA Apr 2016 - Current < 1
Hornor Townsend & Kent Inc. Horsham, PA Apr 2016 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Apr 2016 < 1
Northwestern Mutual Investment Services, LLC Tacoma, WA Nov 2013 - Apr 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2013 - Apr 2016 2
Sumner Veterinary Hospital Sumner, WA Jun 2012 - Jan 2014 1
Legalshield Enumclaw, WA Dec 2010 - Oct 2013 2
Kms Financial Services, Inc. Seattle, WA Nov 2012 - Jul 2013 < 1
Empower Sts, Inc. Irvine, CA Jan 2010 - Sep 2012 2
Self Employed Sumner, WA Oct 2010 - Jun 2012 1
Self Employed Long Beach, CA Apr 2009 - Sep 2010 1
The Sports Club Company Los Angeles, CA Oct 1986 - Mar 2009 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Margaret A. Haslach
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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