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).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $64,184
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
  • Educational seminars/workshops
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.

TX

Financial Advisors at The Office Of Heath O. Lauseng
Showing 1 - 1 of 1 top financial advisors.
1
Heath O. Lauseng
CRD#: 2778548
919 State Highway 361, Suite 201, Port Aransas, TX 78373
96
Wealthminder
score

Heath Lauseng (CRD# 2778548) is an Investment Advisor Representative working at The Office Of Heath O. Lauseng in Port Aransas, TX and has over 20 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.

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