Haven Wealth Group

Haven Wealth Group (CRD# 148099) is a financial advisory firm headquartered in Houston, TX. They manage $260,867,459 in 646 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $403,820
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

GA, TX

Financial Advisors at Haven Wealth Group
Showing 1 - 7 of 7 top financial advisors.
1
William C. Calvin
CRD#: 5664344
1111 North Loop West, Ste 1110, Houston, TX 77008

William Calvin (CRD# 5664344) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 12 years of experience in the finance industry.

2
Marc D. Goldstein
CRD#: 2334828
8309 Hewlett Rd., Atlanta, GA 30350

Marc Goldstein (CRD# 2334828) is an Investment Advisor Representative working at Haven Wealth Group in Atlanta, GA and has over 29 years of experience in the finance industry.

3
Rosalie M. Groendes
CRD#: 6473401
1111 North Loop West, Ste 1110, Houston, TX 77008

Rosalie Groendes (CRD# 6473401) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 6 years of experience in the finance industry.

4
Crystal M. Hebert
CRD#: 6650545
1111 North Loop West, Ste 1110, Houston, TX 77008

Crystal Hebert (CRD# 6650545) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 6 years of experience in the finance industry.

5
Richea Powell
CRD#: 2308997
1111 North Loop West, Ste 1110, Houston, TX 77008

Richea Powell (CRD# 2308997) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has over 29 years of experience in the finance industry.

6
Richard H. Wiesner
CRD#: 6179923
Cypress, TX

Richard Wiesner (CRD# 6179923) is an Investment Advisor Representative working at Haven Wealth Group in Cypress, TX and has over 9 years of experience in the finance industry.

7
Jamison R. Kersh
CRD#: 7358859
1111 North Loop West, Ste 1110, Houston, TX 77008

Jamison Kersh (CRD# 7358859) is an Investment Advisor Representative working at Haven Wealth Group in Houston, TX and has 1 year of experience in the finance industry.

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