Haven Financial Advisors

Haven Financial Advisors (CRD# 118607) is a financial advisory firm headquartered in Austin, TX. They manage $85,000,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
210 Lee Barton Drive, #211, Austin, TX 78704
http://www.havenfinancial.com
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,770,833
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
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 Kokernak, financial advisor Austin TX
Louis S. Kokernak
CRD#: 2673088
Austin, TX

Louis Kokernak (CRD# 2673088) is an Investment Advisor Representative working at Haven Financial Advisors in Austin, TX and has over 28 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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