J. Kyle Haugen

Current Employers

Employment History

• 07/2000 → 11/2023
  American National Insurance
  Prior Lake, MN
• 06/2011 → 11/2025
  Securities Management & Research, Inc.
  Prior Lake, MN
• 10/2013 → 11/2025
  Bfc Planning,Inc.
  Prior Lake, MN
• 11/2025 → Present
  New Market Bank Dba Market Financial
  Prior Lake, MN
• 11/2016 → Present
  Kyle Haugen Agency/Haugen Agency,Ltd
  Prior Lake, MN
• 11/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-02-03 → 2025-11-21
  Bfc Planning, Inc.
  Cedar Rapids, IA
  Prior Lake, MN
  Prior Lake, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS fixed insurance products; 2. NAME OF OTHER BUSINESS: Prior Lake Rotary Foundation INVESTMENT RELATED: no ADDRESS: Prior lake, mn NATURE OF BUSINESS: charitable organization START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: chair APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: lead meetings and represent the Foundation publicly; 3. NAME OF OTHER BUSINESS: Scott County Public Safety Foundation INVESTMENT RELATED: no ADDRESS: 4824 Adrian Cir, Prior Lake, mn NATURE OF BUSINESS: public safety START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: vice chair APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: promotes public safety in Scott County; 4. NAME OF OTHER BUSINESS: Rotary District 5960 Charitable Foundation INVESTMENT RELATED: no ADDRESS: 2145 Woodlane Dr, Woodbury, MN NATURE OF BUSINESS: charitable organization START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: vice chair APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: Serve on board of directors and take meeting minutes for organization; 5. NAME OF OTHER BUSINESS: New Market Bank DBA Market Financial INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: financial professional APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: provide financial services; 6. NAME OF OTHER BUSINESS:Kyle Haugen Agency/Haugen Agency,Ltd INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 11/2016 POSITION/TITLE/RELATIONSHIP: owner APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: provide P&C related insurance;

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-16