David Hauge is a CFA, CFP-designated registered investment advisor at Hauge Wealth Management, LLC, based in St. Louis Park, MN, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 30 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Maximum annual fee is $25,000. Fees are negotiable based on criteria such as account composition, asset types, and historical relationships.
Fee Estimator
Contact
David Hauge
Location
St. Louis Park, MN
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 →Employment History
Current Registrations
Hauge Wealth Management, LLC
Previous Registrations
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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
Additional Information
David started his own wealth management business to help others live their most fulfilling life.
More Advisors
- Erika Wood, CFPIntegrity Alliance, LLC
- James Walsh, CFPFocus Financial
- David Toohey, CFPLPL Financial LLC
- Timothy Evon, CFPRedhawk Wealth Advisors, INC.
- Joseph Sessions, CFPThe Planning Center, INC.
- Seth Meisler, CFA, CFPProsperity Capital Advisors