Robert Haupt (CRD# 7363925) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Capital | Bellingham, WA | Aug 2023 - Current | < 1 |
| Saturna Brokerage Services | Bellingham, WA | Sep 2021 - Current | 2 |
| Saturna Capital Corporation | Bellingham, WA | Jan 2022 - Aug 2023 | 1 |
| Saturna Capital Corporation | Bellingham, WA | Apr 2021 - Jan 2022 | < 1 |
| Saturna Brokerage Services | Bellingham, WA | Apr 2021 - Sep 2021 | < 1 |
| The National | Telluride, CO | Dec 2018 - Jan 2021 | 2 |
| Telluride Outside | Telluride, CO | May 2014 - Oct 2020 | 6 |
| Pekkala Enginering | Telluride, CO | Jan 2017 - Jan 2019 | 2 |
| La Marmotte | Telluride, CO | Jan 2010 - Dec 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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