The Office Of Heath O. Lauseng
The Office Of Heath O. Lauseng (CRD# 165438) is a financial advisory firm headquartered in Port Aransas, TX. They manage $1,091,128 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$64,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Heath Lauseng (CRD# 2778548) is an Investment Advisor Representative working at The Office Of Heath O. Lauseng in Port Aransas, TX and has over 21 years of experience in the finance industry. Heath Lauseng 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.