KH
Kurt Haugen
from Landmark Wealth Management Group
Kurt Haugen is a financial advisor based in Minnesota, Lake Elmo,
with 18 years of experience. Kurt currently works for
Landmark Wealth Management Group.
Kurt maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kurt Haugen works at Landmark Wealth Management Group
Landmark Wealth Management Group is a financial advisory firm based in Lake Elmo, Minnesota. It currently has approximately $686,020,799 of assets under management and employs about 28 people. Landmark Wealth Management Group uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8665 Hudson Blvd. N, Suite 100, Lake Elmo, Minnesota, 55042
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