John Haubert, financial advisor Tucson AZ

John Haubert

CRD Number: 5105580
Current Firm: Zeches Wealth Management

John Haubert (CRD# 5105580) is an Investment Advisor Representative working at Zeches Wealth Management in Tucson, AZ and has over 16 years of experience in the finance industry.

Similar Advisors
Nicholas Abdy, financial advisor Tucson AZ
Nicholas G. Abdy
CRD# 4701550
Ubs Financial Services Inc.
Similar Advisors
David Ahmad, financial advisor Tucson AZ
David W. Ahmad
CRD# 3272252
Edward Jones
Similar Advisors
Jennifer Akins, financial advisor Tucson AZ
Jennifer L. Akins
CRD# 4840087
Lpl Financial LLC
Company Name Location Dates Years
Zeches Wealth Management Group Tucson, AZ May 2014 - Current 8
Linsco/private Ledger Corp Tucson, AZ Feb 2006 - Current 16
J Michale Haubert Cpa Pc Tucson, AZ Sep 1996 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John M. Haubert
Phone Number: (520) 326-6923
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $400,663
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
Types of Clients
Registered States

AZ, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.