Roy HauswirthCRD Number: 1990237
Current Firm: Cleveland Hauswirth Investment Management, Inc.
Roy Hauswirth (CRD# 1990237) is an Investment Advisor Representative working at Cleveland Hauswirth Investment Management, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Maple Lake Investment Management, Inc.||Brookfield, WI||Aug 2004 - Current||13|
|Innovative Investment Advisory, Inc.||Brookfield, WI||Aug 2001 - Current||16|
|Innovative Securities, Inc.||Wauwatosa, WI||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management197MILLIONS
Total Number of Accounts131ACCOUNTS
Average Account Value$1,501,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients