C.r. Haupt LLC

C.r. Haupt LLC (CRD# 157149) is a financial advisory firm headquartered in , . They manage $516,744 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $86,124
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
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 R. Haupt
CRD#: 6026346
Eau Claire, WI
93
Wealthminder
score

Cory Haupt (CRD# 6026346) is an Investment Advisor Representative working at C.r. Haupt LLC in Eau Claire, WI and has over 5 years of experience in the finance industry.

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