Haussmann Financial Inc.
Haussmann Financial Inc. (CRD# 110747) is a financial advisory firm headquartered in Lake Forest, CA. They manage $752,881,399 in 2,080 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management753MILLION
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Total Number of Accounts2,080ACCOUNTS
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Average Account Value$361,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, LA, ME, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA
Kiho Choi (CRD# 2662261) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 27 years of experience in the finance industry.
Patrick Danly (CRD# 5280316) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 16 years of experience in the finance industry.
John Dunphy (CRD# 2603405) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 27 years of experience in the finance industry.
Trudy Haussmann (CRD# 1596890) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 32 years of experience in the finance industry. Trudy Haussmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dominica Henderson (CRD# 5022345) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 10 years of experience in the finance industry. Dominica Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Simard (CRD# 2709436) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 25 years of experience in the finance industry. Jason Simard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Madison Anderson (CRD# 7188602) is an Investment Advisor Representative working at Haussmann Financial Inc. in Lake Forest, CA and has over 2 years of experience in the finance industry. Madison Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.