Margaret Ann Haugh
Investment adviser representative at Money Concepts Advisory Service
11 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Money Concepts Capital CorpJan 2026 to now
- Peterman Financial GroupJun 2025 to now
- Archer Daniels MidlandSep 2024 to Jun 2025
- Pursuit CollectionMay 2024 to Sep 2024
- University of Illinois At Urbana-champaignAug 2023 to May 2024
- Miller Cooper & Co., Ltd.Jun 2023 to Aug 2023
- Student At University of Illinois At Urbana ChampaignAug 2022 to May 2023
- AssurantJun 2022 to Dec 2022
- Student At University of Illinois At Urbana ChampaignAug 2021 to May 2022
- BrandtJun 2021 to Aug 2021
- Student At the University of Illinois At Urbana ChampaignAug 2020 to May 2021
- Corner Pub and GrillMay 2020 to Aug 2020
- Student At the University of Illinois At Urbana ChampaignAug 2019 to May 2020
- Generations of Style Salon and SpaMay 2019 to Aug 2019
- High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 8119497
- Firm CRD
- 12963