Investment adviser · CRD 115530
HAUKEDAHL FINANCIAL SERVICES
Investment adviser filing (IA)
HAUKEDAHL FINANCIAL SERVICES, LLC
BLOOMINGTON, MN, United States · Form ADV filed Feb 9, 2017
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 153 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 9, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
9801 DUPONT AVENUE SOUTH SUITE 395BLOOMINGTON, MN, 55431, United States
CRD 115530
Filing source
Form ADV 1072691 · Feb 9, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.