Kurt Haugen, financial advisor Hudson WI

Kurt Haugen

CRD Number: 6525533
Current Firm: Landmark Wealth Management Group

Kurt Haugen (CRD# 6525533) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Landmark Wealth Management Group Lake Elmo, MN Aug 2022 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Mar 2021 - Current 3
Thrivent Advisor Network, Llc Dba Landmark Wealth Hudson, WI Mar 2021 - Aug 2022 1
Thrivent Financial Appleton, WI Jul 2016 - Mar 2021 4
Thrivent Investment Management Inc. Hudson, WI Aug 2015 - Mar 2021 5
Thrivent Financial Appleton, WI Mar 2016 - Jul 2016 < 1
Erj Dinning Woodbury, MN Jun 2007 - Feb 2016 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2016
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Kurt M. Haugen
Phone Number: (800) 251-9932
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    824
    MILLIONS
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $283,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI

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