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Anthony Hauenstein

13 Years of Experience
Gig Harbor, WA
Broker

Anthony Hauenstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7282 Stinson Avenue Nw, Suite A, Gig Harbor, WA, 98335

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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

Anthony is an independent contractor for Bush, Polen and Associates, Inc. focusing on wealth management, dedicating minimal time. He also works as a musician, playing at various venues for about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2015 - Present · 10 yrs 10 mos
Raymond James Financial Services, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Ameriprise Financial Services, INC.
August 2012 - June 2015 · 2 yrs 10 mos
Ameriprise Financial Services, INC.Broker
June 2012 - June 2015 · 3 yrs
State Registrations5 states
AKAZIDORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Anthony Hauenstein - Financial Advisor | TrueAdvisor