Broker Check

David Hauge, CFA®, CFP®



My reason for starting my own wealth management business is simple: To use my industry expertise for the purpose of helping others live their most fulfilling lives. 

I graduated from the University of Minnesota with Bachelor's Degrees in Economics and Journalism, am a Chartered Financial Analyst (CFA®), a CERTIFIED FINANCIAL PLANNER™, and spent 12 years at Ameriprise Financial in various analytical roles.

I am confident that with my understanding of personal finance, coupled with my experience as a financial professional, I can help you pursue your financial objectives and prepare you for the future. 


  • 12 years with the same fortune 500 financial services firm
  • Broad and deep institutional knowledge in both wealth and asset management
  • Four years in investment research, five years in corporate finance and three years supporting the advisor business



  • David lives in St. Louis Park, MN with his wife, Blaize, their son, Austin, and their standard poodle, Mason
  • David is a diehard sports fan, loves to travel, and is a trained Pilates instructor, given his interest in physical and mental health

David is also a proud member of two organizations that require their associated financial advisors to be fee-only fiduciaries:

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)

This diverse background uniquely positions David to help you achieve financial success and your desired lifestyle.


Have a Question?

Thank you!