Erik Haugo, financial advisor Shoreview MN

Erik Haugo

CRD Number: 6559871
Current Firm: Solidity Financial LLC

Erik Haugo (CRD# 6559871) is an Investment Advisor Representative working at Solidity Financial LLC in Shoreview, MN and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Solidity Financial LLC Shoreview, MN Mar 2018 - Current 6
Greeenview Private Client Group Minneapolis, MN Jan 2013 - Current 11
Spire Wealth Management, LLC Plymouth, MN Dec 2015 - Mar 2018 2
Securus Wealth Management Plymouth, MN Feb 2012 - Dec 2015 3
Securus Wealth Management Plymouth, MN Feb 2012 - Dec 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Erik A. Haugo
Phone Number: 651-330-8746
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $161,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA, MN, TX, WI

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