Anders Haugen, Cfp®, Chfc®

Anders Haugen, Cfp®, Chfc® Email and Phone Number

Financial Advisor @ Lifelong Wealth Advisors
Anders Haugen, Cfp®, Chfc®'s Location
Greater Minneapolis-St. Paul Area, United States, United States
Anders Haugen, Cfp®, Chfc®'s Contact Details

Anders Haugen, Cfp®, Chfc® work email

Anders Haugen, Cfp®, Chfc® personal email

About Anders Haugen, Cfp®, Chfc®

Throughout my career I've helped provide families and individuals with the knowledge and high level personalized service they deserve. My focus is on helping clients achieve financial health by building and executing customized plans. Dependent upon each unique situation, strategies to accomplish client goals may include but are not limited to, investments, insurance, estate planning, retirement planning, education planning, and tax planning.

Anders Haugen, Cfp®, Chfc®'s Current Company Details
Lifelong Wealth Advisors

Lifelong Wealth Advisors

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Financial Advisor
Anders Haugen, Cfp®, Chfc® Work Experience Details
  • Lifelong Wealth Advisors
    Partner
    Lifelong Wealth Advisors Jan 2015 - Present
    Arden Hills, Minnesota, Us
    Lifelong Wealth Advisors is a Arden Hills-based, independently owned financial advisory firm serving a select group of individuals, families, and business owners throughout the Upper Midwest and around the country who desire developing trustworthy, long-term relationships. Our mission is to bring all pieces of our clients’ financial lives together by listening to their goals and customizing a strategic plan. Our commitment to mission is reflected in three core principles and they represent the reasons WHY clients choose to work with us:1. Consultative Approach2. Tailored Strategies 3. Personal AttentionWhen we bring the best of these principles to the table, our clients feel the confidence that comes from having a sound plan in place, and the comfort in knowing they have a trusted team of advisors committed to helping them feel connected and informed
  • Lifelong Wealth Advisors
    Financial Advisor
    Lifelong Wealth Advisors Sep 2006 - Present
    Arden Hills, Minnesota, Us
  • Lifelong Wealth Advisors
    Vice President
    Lifelong Wealth Advisors Aug 2012 - Dec 2014
    Arden Hills, Minnesota, Us
  • Cetera Advisor Networks Llc
    Registered Representative/Investment Advisor Representative
    Cetera Advisor Networks Llc Sep 2006 - Aug 2020
    San Diego , Ca, Us
    Cetera Advisor Networks is the broker/dealer we choose to do business through. Cetera Advisor Networks was founded in 1983 as Financial Network Investment Corporation, a pioneer on the emergent independent-contractor broker-dealer scene. It was built on the belief that advisors could enjoy even greater success by joining high-performance teams offering local support and guidance, while sharing best practices across a nationwide networ
  • Us Bank
    Personal Banker
    Us Bank Sep 2005 - Sep 2006
    Minneapolis, Mn, Us
  • Matt Maring Auction Company
    Employee
    Matt Maring Auction Company Jan 1998 - Aug 2005

Anders Haugen, Cfp®, Chfc® Skills

Investments Securities Retirement Planning Retirement Estate Planning Estate Tax Planning Tax Investment Strategies Disability Insurance Health Insurance Insurance Planning Term Life Insurance Universal Life Mutual Funds Stocks Bonds

Anders Haugen, Cfp®, Chfc® Education Details

  • Gustavus Adolphus College
    Gustavus Adolphus College
    Financial Economics
  • Minnesota State University, Mankato
    Minnesota State University, Mankato
    Financial Planning Certificate Program

Frequently Asked Questions about Anders Haugen, Cfp®, Chfc®

What company does Anders Haugen, Cfp®, Chfc® work for?

Anders Haugen, Cfp®, Chfc® works for Lifelong Wealth Advisors

What is Anders Haugen, Cfp®, Chfc®'s role at the current company?

Anders Haugen, Cfp®, Chfc®'s current role is Financial Advisor.

What is Anders Haugen, Cfp®, Chfc®'s email address?

Anders Haugen, Cfp®, Chfc®'s email address is aj****@****ail.com

What schools did Anders Haugen, Cfp®, Chfc® attend?

Anders Haugen, Cfp®, Chfc® attended Gustavus Adolphus College, Minnesota State University, Mankato.

What skills is Anders Haugen, Cfp®, Chfc® known for?

Anders Haugen, Cfp®, Chfc® has skills like Investments, Securities, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning, Tax, Investment Strategies, Disability Insurance, Health Insurance, Insurance Planning, Term Life Insurance.

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