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Angela Haydusky

2 Years of Experience
Castle Rock, CO
BrokerSells Insurance

Angela Haydusky is a registered investment advisor at Calton & Associates, INC., based in Castle Rock, CO, with 2 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.60%

Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

509 Wilcox St Suite 105, Castle Rock, CO, 80104

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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 ActivitiesSells Insurance

Angela provides office support through HGSD Consulting, dedicating a few hours per week. She is also a Registered Representative with Calton & Associates Inc., spending about 40% of her time servicing clients, and an Investment Adviser Representative with Advisory Service Network, spending about half her time advising clients.

Employment History
Current Registrations
Calton & Associates, INC.Broker
January 2025 - Present · 1 yr 9 mos
Advisory Services Network
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2024 - November 2024 · 6 mos
State Registrations14 states
AZCACOFLHIIDMAMINYORTXVAWAWY
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.
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