Alan Hauschild, financial advisor Omaha NE

Alan Hauschild

CRD Number: 6224701
Current Firm: Cetera Investment Advisers LLC

Alan Hauschild (CRD# 6224701) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 10 years of experience in the finance industry. Alan Hauschild 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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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC Omaha, NE Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Heritage Financial Services Inc. Omaha, NE Jan 2016 - Current 8
Securian Financial Services Inc. St Paul, MN Jan 2016 - Aug 2023 7
Minnesota Life Insurance Co St Paul, MN Jan 2016 - Aug 2023 7
Massmutual Life Insurance/continuum Financial Omaha, NE Jul 2013 - Jan 2016 2
Mml Investors Services LLC Omaha, NE Jul 2013 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Alan Hauschild
Phone Number: 888-528-2987
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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