Fairhaven Wealth Management, LLC
Fairhaven Wealth Management, LLC (CRD# 173771) is a financial advisory firm headquartered in Wheaton, IL. They manage $699,758,693 in 1,596 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management700MILLION
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Total Number of Accounts1,596ACCOUNTS
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Average Account Value$438,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, IL, MI, OH, TX, WI
Kurt Anderson (CRD# 4406062) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 22 years of experience in the finance industry.
David Fluett (CRD# 823638) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 33 years of experience in the finance industry.
Blair Fuchs (CRD# 4306855) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 23 years of experience in the finance industry.
Marc Horner (CRD# 4332438) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 23 years of experience in the finance industry.
Gerald King (CRD# 3266789) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 24 years of experience in the finance industry.
Paul Mardoian (CRD# 1910890) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Glenview, IL and has over 32 years of experience in the finance industry.
Phillip Smolinski (CRD# 5210271) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 17 years of experience in the finance industry.
Jennifer Taylor (CRD# 2702416) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 27 years of experience in the finance industry.
Trent Warren (CRD# 4978199) is an Investment Advisor Representative working at Fairhaven Wealth Management, LLC in Wheaton, IL and has over 18 years of experience in the finance industry.