Haukedahl

At Haukedahl Financial Services, LLC, we are dedicated to helping our clients navigate the complex financial landscape, providing personalized wealth management solutions tailored to their unique needs. Our team of knowledgeable and experienced professionals is committed to building long-term relationships with our clients, providing the guidance and expertise they need to achieve their financial goals.

Our Mission

Our fundamental priority is to help individuals, families, and businesses successfully navigate the increasingly complex financial landscape and grow and protect their wealth with confidence. We achieve this by providing strategic investing, planning, and execution, as well as ongoing support and guidance to ensure we meet our clients' evolving financial needs.

Our Team

Our team is comprised of experienced professionals who are dedicated to delivering exceptional service and expert guidance. Meet our team:

Mark Haukedahl, CLU, ChFC

As the CEO of Haukedahl Financial Services, Mark brings over 40 years of experience in the financial industry. With a passion for the outdoors and a love for traveling, Mark is also an amateur woodworker. His academic background includes a Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) from American College.

Brett Haukedahl, CLU, ChFC

As the President of Haukedahl Financial Services, Brett has over 30 years of experience in the financial industry. With a passion for winter camping and skiing, Brett is also an avid musician and enjoys playing the guitar and mandolin. His academic background includes a degree in Geology Minor: Financial Economics from Gustavus Adolphus College.

Jacob Rahbain, FINRA Series 7 Securities

As a Financial Planning Associate, Jacob brings a strong background in financial markets and finance. With a passion for hockey and fishing, Jacob is also an avid traveler and enjoys exploring the beautiful scenery and landmarks bordering Lake Superior. His academic background includes a degree in Financial Markets - Finance from the University of Minnesota Duluth.

Katie Pietsch, FINRA Series 7 Securities

As a Client Services Specialist, Katie brings a strong background in customer service and communication. With a passion for photography and gardening, Katie is also an avid exerciser and enjoys trying out new restaurants. Her academic background includes a degree in Business Administration from Bethel University.

Our Services

We provide a comprehensive range of financial services, including:

Strategic Planning

Together, we'll work closely to create a personalized plan tailored to your unique financial goals and objectives.

Retirement Planning

We'll help you put a successful plan into place during the wealth-building life span and address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.

Market Update

Our team of experts provides quarterly market updates, co-authored by Brad McMillan, managing principal, chief investment officer, and Sam Millette, senior investment research analyst, at Commonwealth Financial Network.

Insurance

We offer fixed insurance products and services, separate from and not offered through Commonwealth Financial Network.

Taxation

We work closely with our clients to help minimize tax liabilities and maximize after-tax returns.

Wealth Management

Our team provides personalized wealth management solutions, tailored to your unique financial goals and objectives.

About Our Firm

Haukedahl Financial Services, LLC is a Registered Investment Adviser and a member of Commonwealth Financial Network, a Registered Investment Adviser. Our firm is committed to providing exceptional service, expert guidance, and ongoing support to our clients.