Broker Check
Kurt Haugen, RICP®

Kurt Haugen, RICP®

Wealth Advisor

Kurt has been in the wealth management industry since 2016 and is a Retirement Income Certified Professional (RICP®). He works closely with clients who are nearing or transitioning into retirement as well as business owners to develop financial strategies that are uniquely tailored to their personal goals and values. Kurt specializes in retirement income distribution strategies, wealth management, and insurance planning.

 Kurt graduated from University of Wisconsin-Stout with a degree in Hospitality Management and a minor in Business Management along with being a member of the NCAA hockey team.  Kurt loves spending time with his wife, Sarah and their two children, Cole & Gracelyn.  When not at work, you might find Kurt golfing, on the ice rink, or enjoying the outdoors with his family.  Giving back to the local community is important to Kurt and he finds joy in helping with fundraisers for the Youth Hockey Association and the YMCA.

He is Licensed to do business in WI, MN, FL, SC

ADV 2B