Kurt Micheal Haugen
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Beacon Pointe Insurance ServicesOct 2024 to now
- Landmark Wealth Management GroupAug 2022 to Oct 2024
- Purshe Kaplan Sterling InvestmentsMar 2021 to Jun 2025
- Thrivent Advisor Network, LLC dba Landmark WealthMar 2021 to Aug 2022
- Thrivent FinancialJul 2016 to Mar 2021
- Thrivent Investment Management IncAug 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6525533
- Firm CRD
- 119290