Claim Profile
AH

Anders John Haugen

LIFELONG WEALTH ADVISORS, INC.·ARDEN HILLS, Minnesota
Unclaimed Profile
1150 COUNTY ROAD E WEST, ARDEN HILLS, MN 55112CRD# 5227103Firm CRD# 331847
01

About

Anders John Haugen is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with LIFELONG WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIFELONG WEALTH ADVISORS, INC.
LIFELONG WEALTH ADVISORS, INC.
AUM
$635M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5227103
Firm CRD# 331847
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ARDEN HILLS?

Browse all registered financial advisors in ARDEN HILLS, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anders John Haugen offer?
Anders John Haugen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Anders John Haugen's credentials?
Anders John Haugen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anders John Haugen located?
Anders John Haugen is based in ARDEN HILLS, Minnesota, working with LIFELONG WEALTH ADVISORS, INC.. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does Anders John Haugen charge for services?
Anders John Haugen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFELONG WEALTH ADVISORS, INC.?
LIFELONG WEALTH ADVISORS, INC. has approximately 10 employees and manages $635M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty