Kurt Micheal Haugen

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2021
  Thrivent Investment Management Inc
  Hudson, WI
• 07/2016 → 03/2021
  Thrivent Financial
  Appleton, WI
• 03/2021 → 08/2022
  Thrivent Advisor Network, Llc Dba Landmark Wealth
  Hudson, WI
• 03/2021 → 06/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2022 → 10/2024
  Landmark Wealth Management Group
  Lake Elmo, MN
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  Lake Elmo, MN
• 10/2024 → Present
  Beacon Pointe Insurance Services
  Lake Elmo, MN

Previous Registrations

• 2022-08-01 → 2024-11-14
  Landmark Wealth Management Group
  Hudson, WI
  Lake Elmo, MN
• 2021-03-04 → 2022-08-15
  Thrivent Advisor Network, Llc
  Hudson, WI
  Minneapolis, MN
• 2016-05-04 → 2021-03-17
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Hudson, WI

Other Businesses

1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-03
• S63 Uniform Securities Agent State Law Examination
  2016-04-19