Kent Haueter, financial advisor Logan UT

Kent Haueter

CRD Number: 843840
Current Firm: Harold Dance Investments

Kent Haueter (CRD# 843840) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 41 years of experience in the finance industry. Kent Haueter 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.

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Professional Designations
Company Name Location Dates Years
Harold Dance Investments Logan, UT Feb 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
S65 NASAA Investment Advisors Law Examination Sep 1992
Contact Info for Kent B. Haueter
Phone Number: 435-752-8484
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $574,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

ID, UT

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