Crystal Marie Hebert
Investment adviser representative at Haven Wealth Group
15 yearsExperience
2 statesRegistered in
$514.8MFirm assets
18 yearsFirm in business
Are you Crystal Marie Hebert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Haven Wealth GroupMar 2010 to now
- Industrial Thermal Solutions (its)Apr 2025 to Aug 2025
- OsrMar 2010 to Apr 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Haven Wealth Group
Legal name: Haven Wealth Group LLC
$514.8MAssets managed
348Clients
9Advisers
18 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
- 6650545
- Firm CRD
- 148099