Corey HausenCRD Number: 5054572
Current Firm: Prudential Financial Planning Services
Corey Hausen (CRD# 5054572) is an Investment Advisor Representative working at Prudential Financial Planning Services in Kingston, IL and has over 15 years of experience in the finance industry.
Polen Capital Management, LLC
Raymond James Financial Services Advisors, Inc.
|Pruco Securities, LLC||Kingston, IL||Jul 2021 - Current||< 1|
|The Prudential Insurance Company Of America||Kingston, IL||Jul 2021 - Current||< 1|
|Lpl Financial LLC||Huntley, IL||Mar 2021 - Jul 2021||< 1|
|Bmo Harris Bank||Huntley, IL||Jun 2017 - Jul 2021||4|
|Unemployed||Herbert, IL||Apr 2017 - Jun 2017||< 1|
|Pnc Bank||Rockford, IL||Apr 2014 - Apr 2017||3|
|Pnc Investments||Rockford, IL||Apr 2014 - Apr 2017||3|
|Fifth Third Securities||Dekalb, IL||Oct 2005 - Apr 2014||8|
|Fifth Third Bank||Dekalb, IL||Sep 2005 - Apr 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Selection of other advisers (including private fund managers)
- 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
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