C.r. Haupt LLC

C.r. Haupt LLC (CRD# 157149) is a financial advisory firm headquartered in Eau Claire, WI. They manage $692,758 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1884, Eau Claire, WI 54703
https://www.crhaupt.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $138,552
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at C.r. Haupt LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cory Haupt, financial advisor Eau Claire WI
Cory R. Haupt
CRD#: 6026346
Eau Claire, WI

Cory Haupt (CRD# 6026346) is an Investment Advisor Representative working at C.r. Haupt LLC in Eau Claire, WI and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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