Peter Haagenson

Current Employers

Employment History

• 05/2023 → Present
  Focus Financial
  Minneapolis, MN
• 07/2020 → 05/2023
  Vmware
  Medina, MN
• 10/2015 → 07/2020
  Blue Medora
  Medina, MN
• 06/2023 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2023-10-06 → 2024-05-02
  Focus Financial
  Minneapolis, MN
  Minnetonka, MN

Other Businesses

1. BRIDGER FINANCIAL POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2023 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: I have my LLC to pay myself and provide protection in the future if I choose to have employees. 2. STEVE HAAGENSON POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 10/09/2023 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Steve is a financial advisor. I work with his clients to provide financial advice. 3. ENCORE FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 02/12/2024 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: I am a Financial Advisor at Encore Financial - working with clients to plan for their future by helping them invest, look at their estate plans and any other financial needs 4. FIXED INSURANCE POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/11/2024 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Fixed insurance is part of the financial planning process. As recommendations are made and insurance is needed. It is recommended and placed enforce. 12. Do you promote this activity on any 5. BUILDING 4425 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2026 ADDRESS: 4425 Highway 169, Plymouth MN 55442, United States DESCRIPTION: Co-owner and board member of a commercial office building ownership entity. Responsibilities include participating in board meetings, reviewing and approving annual budgets, overseeing property management and building operations, evaluating capital improvements, approving vendor contracts and major expenditures, monitoring financial performance, and making strategic decisions regarding the ownership and operation of the property. No investment advisory, securities, or financial planning services are provided through this entity.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-25