Haven Financial Advisors

Haven Financial Advisors (CRD# 118607) is a financial advisory firm headquartered in Austin, TX. They manage $39,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $866,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

TX

Financial Advisors at Haven Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Louis S. Kokernak
CRD#: 2673088
Austin, TX
96
Wealthminder
score

Louis Kokernak (CRD# 2673088) is an Investment Advisor Representative working at Haven Financial Advisors in Austin, TX and has over 21 years of experience in the finance industry. Louis Kokernak 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.

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