Michael Haupert

Employer firm

Global Wealth Management Investment Advisory, Inc. CRD 286005

$723M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2023 → Present
  Global Wealth Management Investment Advisory, Inc.
  Fort Lauderdale, FL
• 02/2023 → 06/2023
  Credent Wealth Management
  Auburn, IN
• 04/2025 → Present
  Global Wealth Retirement Planning, Inc.
  Fort Lauderdale, FL
• 01/2016 → 08/2018
  N/A
  Terre Haute, IN
• 08/2018 → 05/2022
  Indiana State University
  Terre Haute, IN
• 05/2022 → 02/2023
  N/A
  Terre Haute, IN

Other Businesses

NAME: GLOBAL WEALTH RETIREMENT PLANNING, LLC; INV RELATED:YES; ADDRESS: 1301 E. BROWARD BLVD SUITE 200, FORT LAUDERDALE, FL 33301; NATURE: INSURANCE; POSITION:INSURANCE AGENT; START DATE:04/2025; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:CLIENT SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-04

Other Names

• Michael Dean Haupert