Cory Haupt (CRD# 6026346) is an Investment Advisor Representative working at C.r. Haupt LLC in Eau Claire, WI and has over 13 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heartland Aviation, LLC | Eau Claire, WI | May 2020 - Current | 3 |
| C.r. Haupt LLC | Eau Claire, WI | Feb 2012 - Current | 12 |
| Heartland Aviation, Inc. | Eau Claire, WI | Sep 1997 - May 2020 | 22 |
| G-force Computers Inc. | Eau Claire, WI | Jul 1999 - Jul 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- WI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$138,552
- 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
- Publication of periodicals or newsletters
WI
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