Scott Haeffner (CRD# 1364402) is an Investment Advisor Representative working at Lpl Financial LLC in Butte, MT and has over 8 years of experience in the finance industry.
CRD# 1827147
Edward Jones
CRD# 6584960
Edward Jones
CRD# 2764330
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial Llc/ Dba Sagemont Investment Group | Butte, MT | Mar 2024 - Current | < 1 |
Mile High Agency, Inc (dba) Beyond Home LLC | Butte, MT | Mar 2010 - Current | 14 |
Aspen Management, LLC | Anaconda, MT | Apr 1998 - Current | 26 |
Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2020 - Mar 2024 | 3 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2020 - Mar 2024 | 3 |
The Prudential Insurance Company Of America | Butte, MT | Aug 2020 - Sep 2020 | < 1 |
Pruco Securities, LLC | Butte, MT | Aug 2020 - Sep 2020 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Aug 2020 | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2018 - Aug 2020 | 2 |
Scf Securities, Inc. | Fresno, CA | Aug 2016 - Feb 2018 | 1 |
Scf Investment Advisors, Inc. | Fresno, CA | Aug 2016 - Feb 2018 | 1 |
Minnesota Life Ins Co | St Paul, MN | Feb 2015 - Aug 2016 | 1 |
Securian Financial Services, Inc. | St Paul, MN | Feb 2015 - Aug 2016 | 1 |
Securian Financial Advisors Of North Dakota, Inc. | Mandan, ND | Feb 2015 - Aug 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2015 |
S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- MT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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