Steven Scott Haagenson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2006 → 01/2019
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2011 → 01/2019
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2019 → 10/2022
  Cetera Advisor Networks
  El Segundo, CA
• 01/2019 → 03/2020
  Jra Financial
  Maple Grove, MN
• 01/2019 → 10/2022
  Advisornet Financial Partners
  Maple Grove, MN
• 01/1996 → 01/2019
  Accord Financial Strategies
  Maple Grove, MN
• 01/1990 → Present
  Accord Benefit Resources
  Maple Grove, MN
• 03/2019 → 10/2022
  Advisornet Wealth Management
  Minneapolis, MN
• 10/2022 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN
• 10/2022 → Present
  Focus Financial
  Minneapolis, MN

Previous Registrations

• 2022-10-04 → 2024-05-02
  Focus Financial
  Minneapolis, MN
  Minneapolis, MN
• 2019-03-20 → 2022-10-14
  Advisornet Wealth Partners
  Maple Grove, MN
  Minnetonka, MN
  Minnetonka, MN
• 2019-01-10 → 2022-10-13
  Cetera Wealth Services, Llc
  Minnetonka, MN
• 2014-01-17 → 2019-01-15
  Cambridge Investment Research Advisors, Inc.
  Plymouth, 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: 01/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: ACCORD BENEFIT RESOURCES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 01/1990 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PRESIDENT - HEALTH INSURANCE SALES 3. ENCORE FINANCIAL POSITION: Senior Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/12/2024 ADDRESS: 4425 Highway 169 N, Suite 100, Plymouth MN 55442, United States DESCRIPTION: Create financial plans Meet with clients Conduct reviews 4. FIXED INSURANCE POSITION: Senior Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/19/1987 ADDRESS: 4425 Highway 169 N., Suite 100, Plymouth MN 55442, United States DESCRIPTION: Analyzing insurance needs and placing insurance as needed by clients. 5. HAAGENSON FARMS POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 4790 Ximines LN N, Plymouth MN 55442, United States DESCRIPTION: Rent out land for farming purposes

Exams

• S66 Uniform Combined State Law Examination
  2002-02-15
• S63 Uniform Securities Agent State Law Examination
  1987-10-07

Other Names

• Steven Scott Haagenson
• Steve Haagenson