Michael Haupert
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 yearsFirm in business
Are you Michael Haupert? 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 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
10 years in the industry.
- Global Wealth Retirement Planning, Inc.Apr 2025 to now
- Global Wealth Management Investment Advisory, Inc.Aug 2023 to now
- Credent Wealth ManagementFeb 2023 to Jun 2023
- N/aMay 2022 to Feb 2023
- Indiana State UniversityAug 2018 to May 2022
- N/aJan 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 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
- 7791178
- Firm CRD
- 286005