Allan J. Haupert, CFP<sup>&reg;</sup> - Financial Advisor

Allan J. Haupert, CFP®

MBA, CPA

Registered Principal

Kovack Securities, Inc.

13890 Bishops Dr, Ste 220
Brookfield, WI 53005
FINANCIAL ADVISOR'S WEBSITE
(414) 763-3867 CONNECT WITH Allan
  • linkedin link

General

Allan Haupert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kovack Securities, Inc. in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Master of Business Administration (MBA)

Insurance Licenses

  • Life insurance: CA, CO, FL, IA, IL, KY, MA, MI, MO, WI
  • Health/disability insurance: CA, CO, FL, IA, IL, KY, MA, MI, MO, WI
  • Fixed annuities: CA, CO, FL, IA, IL, KY, MA, MI, MO, WI
  • Variable annuities: CA, CO, FL, IA, IL, KY, MA, MI, MO, WI

Broker-Dealer Disclaimer

Securies offered through Kovack Securities, Inc..  A registered investment advisor.  Member FINRA & SIPC, 6451 N Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. AJH Wealth Management is not affilitated with Kovack Securities, Inc. or Kovack Advisors, Inc..

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources