Kirk Haefner
Kirk Haefner is a registered investment advisor at Osaic Wealth, INC., based in Cedar Rapids, IA, with 29 years of industry experience. Kirk 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
4840 North River Blvd. Ne, Suite 100, Cedar Rapids, IA, 52411
Get directionsHistory
Regulatory History (1)
Criminal
March 1987Other Business ActivitiesSells Insurance
Kirk is a National Committee Member for NAIFA, a trustee/officer for The Fortunaire Club Charitable Foundation, and the President of Africa Youth Now Foundation. He also owns Haefner Financial Services, LLC and works full-time for Strellner Financial Group in both securities and fixed insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Aegon USA Securities INC.Broker
State Registrations11 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.