Michael Haskins (CRD# 4853916) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has over 17 years of experience in the finance industry. Michael Haskins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lwm Advisors, Inc. | El Dorado Hills, CA | Oct 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2007 - Sep 2023 | 16 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2007 - Sep 2023 | 16 |
| Cambridge Investment Research | El Dorado Hills, CA | Aug 2007 - Sep 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- CA
- TX
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts454ACCOUNTS
-
Average Account Value$265,092
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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