Robert James Haupt
Investment adviser representative at Saturna Capital Corporation
16 yearsExperience
1 stateRegistered in
$10.5BFirm assets
36 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Saturna Capital CorporationApr 2021 to now
- Saturna Brokerage ServicesApr 2021 to now
- The NationalDec 2018 to Jan 2021
- Pekkala EngineringJan 2017 to Jan 2019
- Telluride OutsideMay 2014 to Oct 2020
- La MarmotteJan 2010 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7363925
- Firm CRD
- 25586