William Hauenstein, financial advisor Orange CA
93 score

William Hauenstein

CRD Number: 1902043
Current Firm: Crown Capital Securities, LP

William Hauenstein (CRD# 1902043) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 27 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Orange CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor Orange CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Leighann Miko, financial advisor Orange CA
Leighann Miko
CRD# 6093393
Cg Financial Services
Score
106
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Mar 2013 - Current 3
Royal Alliance Associates, Inc. Albuquerque, NM Oct 1996 - Feb 2013 16
Ridgecrest Capital LLC Albuquerque, NM Jul 1998 - Dec 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for William E. Hauenstein
Phone Number: 714-547-9481
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    2,871
    ACCOUNTS
  • Average Account Value
    $195,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from William Hauenstein and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.