Wealth Advisor CFP®, RICP®
Jonathan Haugen has a true passion for helping clients enjoy a confident and successful retirement. As a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with over 20 years of experience, he has spent his entire career gaining knowledge and insight into all areas of financial planning with specific experience in retirement income strategies, portfolio management and investment research.
Jon takes the time to understand each and every client’s retirement goals and concerns. Based on your unique situation, he and his team will create a custom retirement income plan and investment strategy tailored to pursue your individual goals. Jon and his team also make it a priority to truly listen and provide the appropriate level of service and contact that you desire. We want you to enjoy retirement without the stress of having to manage it all by yourself!
Jon is a North Dakota native, growing up on the family farm near Berthold. He currently resides in Bismarck with his wife, Norine, and their three children. He enjoys spending time with his family, golfing (although not very well). Skiing (better than the golf game) and playing drums in the praise and worship band at Charity Lutheran Church.
Education & Certifications
- B.S. in Marketing from Minot State University
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Retirement Income Certified Professional®