Havermann Financial Services, Inc.
Havermann Financial Services, Inc. (CRD# 150470) is a financial advisory firm headquartered in Arvada, CO. They manage $29,750,000 in 247 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts247ACCOUNTS
Average Account Value$120,445
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Brian Havermann (CRD# 2078053) is an Investment Advisor Representative working at Havermann Financial Services, Inc. in Arvada, CO and has over 17 years of experience in the finance industry. Brian Havermann 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.