wiseradvisor

Allan Haupert
AJH Wealth Management

Tel: (414) 763-3867
13890 Bishop's Drive
Suite 405
Brookfield, WI 53005
AJH Wealth Management | Financial Advisor in Brookfield ,WI

About AJH Wealth Management

In today's market, it's essential to utilize a financial advisor who can provide insight and guidance based upon a thorough understanding of an investor's unique situation. As your Certified Financial Planner, my goal is to provide you with the highest level of personal service to help you meet your financial goals.

AJH Wealth Management provides a broad array of services including retirement planning, personal financial consulting, educational planning, and estate planning. Together, we will develop a comprehensive and flexible investment strategy specifically tailored with your investment goals, time horizon, comfort level, and personal preferences in mind.

I am a CERTIFIED FINANCIAL PLANNER and a CPA and have an MBA degree in Investments, Banking and Finance from the University of Wisconsin. I am registered to conduct business in the following states: CA, CO, FL, IA, IL, KY, MA, MI, MN, MO, NC, NE, NY, OH, VA, and WI.

If you would like to learn more about the services that I have been offering since 1997, please feel free to contact me directly so that we can begin to discuss potential strategies for your financial needs. I am confident that I would be able to demonstrate to you that I really do care about all of my clients and their families.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.


General Information

Firm Start Year:   2009
No.of Employees:   1
Insurance License#:   2360430
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   Private Trust Company (owned by LPL Financial)
States Licensed in:   CA, DC, IA, IL, KY, MA, MI, MO, NC, WA, WI
Number of Years with Current Firm:   5
Work Experience:   Prior to owning my own firm I worked for Morgan Stanley for 12 years. I also worked for one of the largest public accounting firms in the world for 4 years- Ernst & Young.
I work with the following types of clients:   Individual Investors , Businesses

Services

Investment Types:   Insurance , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , At my office , Via phone , At your office , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Health , Accident , Annuity , Variable Life , Life , Variable Annuity , Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   130
Assets Managed by Firm:   $52 million
Advisor's Number of Clients:   130
Assets Managed by Advisor:   $52 million


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   Varies



Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

Allan Haupert

Allan Haupert

Master of Business Administration, CPA, CERTIFIED FINANCIAL PLANNER™ Certificant

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My Services

Portfolio Management

We build a customized and diversified portfolio that complements your other planning concerns. Rather than chase the markets, we focus on a long-term approach that emphasizes diversification. Our goal is to help clients receive the highest rate of return based on their comfortable level of risk. We offer clients access to numerous top money management firms and investments they may not have otherwise, including a wide variety of traditional and alternative investment classes.


Estate Planning & Trusts

Many individuals, couples, and families dont just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs in a tax-efficient manner. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.


Insurance Planning

As individuals age, the need for insurance may increase. Products like life and long-term care insurance are two ways individuals can protect their family and assets. With so many available programs and plans, it can be difficult to determine an appropriate solution. We can help clients determine appropriate options.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Any state. No exclusions.

Compensation Arrangements

Check