Haven Financial Solutions, Inc.

Haven Financial Solutions, Inc. (CRD# 156422) is a financial advisory firm headquartered in , . They manage $11,688,410 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/havenfinan
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,669,773
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Haven Financial Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Danielle Schultz, financial advisor Evanston IL
Danielle L. Schultz
CRD#: 5889189
Evanston, IL

Danielle Schultz (CRD# 5889189) is an Investment Advisor Representative working at Haven Financial Solutions, Inc. in Evanston, IL and has over 13 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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