Emily Haberkern, financial advisor Ann Arbor MI
96 score

Emily Haberkern

CRD Number: 5509501
Current Firm: Capital Asset Advisory Services, LLC

Emily Haberkern (CRD# 5509501) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry. Emily Haberkern 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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Professional Designations
Company Name Location Dates Years
Geneos Wealth Management, Inc. Ann Arbor, MI Oct 2017 - Current < 1
Evangelista And Associates Ann Arbor, MI Apr 2017 - Current 1
Girard Securities San Diego, CA Apr 2016 - Apr 2017 1
Invest Financial Corp Ann Arbor, MI Oct 2014 - Apr 2016 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Oct 2012 - Oct 2014 2
Financial Independents Lansing, MI Oct 2012 - Oct 2014 2
Unemployed Dewitt, MI Jun 2012 - Sep 2012 < 1
Thrivent Financial For Lutherans Appleton, WI Sep 2011 - May 2012 < 1
Unemployed St. Johns, MI May 2011 - Aug 2011 < 1
Northwestern Mutual Mt. Pleasant, MI Nov 2010 - May 2011 < 1
Total Invesment Planners, Inc. Mt. Pleasant, MI Feb 2008 - Oct 2010 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Emily R. Haberkern
Phone Number: 517-339-7662
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,406
    MILLIONS
  • Total Number of Accounts
    10,656
    ACCOUNTS
  • Average Account Value
    $131,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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