Mark Haukedahl
Mark Haukedahl is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Bloomington, MN, with 42 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
9801 Dupont Ave S, Suite 395, Bloomington, MN, 55431
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark owns Haukedahl Financial Services, LLC, dedicating nearly full-time hours to operating the company. He also works as an agent selling fixed insurance products for a few hours per week, and spends minimal time leasing land mineral rights and managing oil well operations.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Haukedahl Financial Services
Haukedahl Financial Services
Capital Management Securities, INC.Broker
Fsc Securities CorporationBroker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
Boardwalk Capital CorporationBroker
Source Securities, INC.Broker
Amev Investors, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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