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Gregg Haglund
34 Years of Experience
Pasadena, CA
1 DisclosureBroker
Gregg Haglund is a registered investment advisor at Wells Fargo Advisors, based in Pasadena, CA, with 34 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
225 S. Lake Ave, Ste 700, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
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Financial
September 2016Final
Employment History
Current Registrations
Wells Fargo Advisors
April 2016 - Present · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2016 - Present · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - May 2016 · 6 yrs 11 mos
Morgan Stanley
June 2009 - May 2016 · 6 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
Citigroup Global Markets INC.
July 1997 - September 2005 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - September 2005 · 12 yrs 2 mos
Lehman Brothers INC.Broker
July 1991 - July 1993 · 2 yrs
State Registrations10 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.