Jonathan Haugen (CRD# 4364414) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Bismarck, ND and has over 23 years of experience in the finance industry.
CRD# 5993843
Newedge Advisors
CRD# 2114908
Edward Jones
CRD# 5257646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance, LLC | Bismarck, ND | Apr 2018 - Current | 6 |
| Lpl Financial, LLC | Bismarck, ND | Oct 2015 - Current | 8 |
| Level Four Advisory Services | Bismarck, ND | Oct 2015 - Apr 2018 | 2 |
| Thrivent Investment Management Inc. | Bismarck, ND | Feb 2007 - Oct 2015 | 8 |
| Thrivent Financial For Lutherans | Appleton, WI | Feb 2007 - Oct 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- AZ
- CO
- MN
- ND
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
-
Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.