Steven Haagenson
Steven Haagenson is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MN, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4425 Hwy 169 N, Suite 100, Plymouth, MN, 55442
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
Steven sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care. He is also the president of Accord Benefit Resources, focusing on health insurance sales, and analyzes insurance needs for clients through Fixed Insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Focus Financial
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Capital Management Securities, INC.Broker
Aegis Investments, INC.Broker
B.C. Christopher Securities CO.Broker
Morison Securities, INC.Broker
State Registrations13 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.