In today's market, it's essential to utilize a financial advisor who can provide insight and guidance based upon a thorough understanding of an investor's unique situation. As your CERTIFIED FINANCIAL PLANNER", my goal is to provide you with the highest level of personal service to help you meet your financial goals.

AJH Wealth Management provides a broad array of services including retirement planning, personal financial consulting, educational planning, and estate planning. Together, we will develop a comprehensive and flexible investment strategy specifically tailored with your investment goals, time horizon, comfort level, and personal preferences in mind.

I am a CERTIFIED FINANCIAL PLANNER" and a CPA and have an MBA degree in Investments, Banking and Finance from the University of Wisconsin. I am registered to conduct business in the following states: CA, CO, IA, IL, IN, KY, MA, MI, MN, MO, NC, and WI.

If you would like to learn more about the services that I have been offering since 1997, please feel free to contact me directly so that we can begin to discuss potential strategies for your financial needs. I am confident that I would be able to demonstrate to you that I really do care about all of my clients and their families.

Allan Haupert is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc.

FINRA Broker Check available at https://brokercheck.finra.org/.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Broker/Dealer

Name of Custodial Firm

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I work with the following types of clients

Foreign Languages Serviced

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Firm's Number of Clients

Assets Managed by Firm

Advisor's Number of Clients

Assets Managed by Advisor

Fee Structure

Compensation Methods

Fee % Based on Assets

Master of Business Administration - Finance, Investments, and Banking

Bachelor of Business Administration - Accounting

Allan Haupert is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. AJH Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.