EH
EH

Eric Haubert

31 Years of Experience
Bellefontaine, OH
Broker

Eric Haubert is a registered investment advisor at Wells Fargo Advisors, based in Bellefontaine, OH, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1041 S Main St, [Satellite], Bellefontaine, OH, 43311

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric has several business activities, primarily involving ownership in various LLCs and real estate properties. He also serves as co-trustee for several 401k plans, dedicating minimal time to each activity.

Employment History
Current Registrations
Wells Fargo Advisors
January 2006 - Present · 20 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
March 2004 - Present · 22 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2004 - Present · 22 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 1999 - April 2004 · 4 yrs 8 mos
UBS Financial Services INC.Broker
January 1995 - April 2004 · 9 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1994 - January 1995 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.