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Karl Edward Hausafus

ARNERICH MASSENA, INC.·PORTLAND, Oregon
Series 7, Series 24, Series 66Clean record19 years registeredARNERICH MASSENA, INC.
650 NE HOLLADAY STREET, PORTLAND, OR 97232-2047CRD# 5232318Firm CRD# 116395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karl Edward Hausafus · PORTLAND, OR
Registration
CRD #5232318 · ARNERICH MASSENA, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ARNERICH MASSENA, INC.
Feb 2022Jun 2023
PORTLAND, OR
Sep 2017Dec 2020
PORTLAND, OR
Dec 2010Oct 2016
PORTLAND, OR
COMPASS ADVISORS, LLC
Nov 2006Dec 2010
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · November 2, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARNERICH MASSENA, INC.
CRD 116395 · SEC 801-61109
AUM
$1.7B
Regulatory assets under management
Employees
21
253 client accounts
Services offered by ARNERICH MASSENA, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Karl Edward Hausafus offer?
Karl Edward Hausafus specializes in Financial Planning, Investment Management, Wealth Management.
What are Karl Edward Hausafus's credentials?
Karl Edward Hausafus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karl Edward Hausafus located?
Karl Edward Hausafus is based in PORTLAND, Oregon, last registered with ARNERICH MASSENA, INC..
How does Karl Edward Hausafus charge for services?
Karl Edward Hausafus's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets to which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARNERICH MASSENA, INC.?
ARNERICH MASSENA, INC. has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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