Colin Ross Haueter
Investment adviser representative at LPL Enterprise, LLC
14 yearsExperience
3 statesRegistered in
$24.9BFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Enterprise, LLCMar 2025 to now
- Raymond James Financial Services Advisors, Inc.Mar 2024 to Mar 2025
- Bridgeway Wealth ServicesSep 2023 to Mar 2025
- Raymond James Financial Services, Inc.Sep 2023 to Mar 2025
- Northwestern Mutual Wealth Management CompanyAug 2021 to Sep 2023
- Northwestern Mutual Investment Services LLCNov 2019 to Sep 2023
- Northwestern Mutual Life Insurance CompanyJan 2019 to Sep 2023
- EmperiumDec 2017 to Dec 2018
- ByuiMar 2016 to Dec 2017
- Brigham Young University-idSep 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, WA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7057351
- Firm CRD
- 8733