Haley Wainio (CRD# 6716565) is an Investment Advisor Representative working at Erts Wealth Advisors, LLC in Marquette, MI and has 1 year of experience in the finance industry. Haley Wainio 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# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 3227595
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Erts Wealth Advisors, Llc Dba Mommaerts Mahaney Fin Svcs | Marquette, MI | Sep 2022 - Current | 1 |
| Mbank SA | Marquette, MI | Feb 2019 - Sep 2022 | 3 |
| Northern Michigan Unverstiy | Marquette, MI | May 2013 - May 2019 | 6 |
| Huntington Bancshares Inc. | Marquette, MI | Mar 2018 - Jan 2019 | < 1 |
| Wells Fargo Bank, Na | Marquette, MI | Sep 2017 - Mar 2018 | < 1 |
| Jackson's Pit | Negaunee, MI | Jun 2013 - Aug 2017 | 4 |
| Edward D. Jones & Company, LP | Mount Pleasant, MI | Jul 2016 - Jun 2017 | < 1 |
| Wells Fargo & Company | Marquette, MI | Oct 2014 - Jul 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MI
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Total Assets Under Management567MILLIONS
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Total Number of Accounts2,581ACCOUNTS
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Average Account Value$219,585
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, IL, LA, MI, MN, TX, VA, WI
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