Darren Haupt, financial advisor Temecula CA

Darren Haupt

CRD Number: 3168440
Current Firm: Cetera Investment Advisers LLC

Darren Haupt (CRD# 3168440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Temecula, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Haupt Financial Group Temecula, CA May 2012 - Current 11
Haupt Insurance Services, Inc. Temecula, CA Apr 2002 - Current 21
Great American Life Insurance Vista, CA Nov 1998 - Current 25
Reliastar United Services Arlington, VA Sep 1998 - Current 25
Voya Financial Advisors Temecula, CA Sep 2014 - Jun 2021 6
Ing Financial Partners, Inc. San Marcos, CA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Darren M. Haupt
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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Data verified by both the advisor and the public regulatory data.

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