Jeffrey Alan Haub

Current Employers

Employment History

• 09/1997 → Present
  Jeffrey Haub Sole Proprietor
  Sublette, IL
• 05/2016 → 09/2025
  Berthel Fisher & Company Financial Services, Inc.
  Dixon, IL
• 05/2016 → 09/2025
  Bfc Planning, Inc.
  Dixon, IL
• 09/2025 → Present
  Ameriprise Financial Services, Llc
  Dixon, IL

Previous Registrations

• 2016-05-13 → 2025-09-16
  Bfc Planning, Inc.
  Dixon, IL
  Cedar Rapids, IA
  Dixon, IL
• 2011-04-11 → 2015-11-24
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Dixon, IL

Other Businesses

Independent Insurance Brokering; Aetna; 01/01/2000; Medicare Supplement / Allied National; 01/02/2017; Group, Health / Blue Cross Blue Sheild; 01/01/2003; Medicare Supplement, Group, Health / Mutual of Omaha; 01/01/2010; Health, Medicare Supplement / Manhatten Life; 01/02/2023; Health, Medicare Supplement / AFLAC; 01/01/2024; Medicare Supplement, Group, Health. Business Ownership; Axiom Wealth Advisors, LLC; Co-owner; Manage Ameriprise Business; 101 E. First St, , Dixon, IL, 61021; Investment-Related; 12/27/2016; 60 hours per month; 60 during trading hours. Outside Employment; Jeff Haub Tax Prep; Owner; Tax Preparation; 101 E. First St, , Dixon, IL, 61021; Not Investment-Related; 01/01/2000; 10 to 19 hours per month; 10 to 19 during trading hours / Axiom Wealth Advisors,LLC; Co-owner; Manage advisory business; 101 E. First St, , Dixon, IL, 61021; Not Investment-Related; 12/01/2016; 60 hours per month; 40 to 59 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-17
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Other Names

• Jeffrey A Haub
• Jeffrey Haub
• Jeff Alan Haub
• Jeff A Haub
• Jeff Haub