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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $120,445
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CO

Financial Advisors at Havermann Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brian D. Havermann
CRD#: 2078053
7938 Nile Court, Arvada, CO 80007
96
Wealthminder
score

Brian Havermann (CRD# 2078053) is an Investment Advisor Representative working at Havermann Financial Services, Inc. in Arvada, CO and has over 16 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.

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