Jeff Haugse, MBA

Jeff Haugse, MBA

Financial Advisor

Personal Profile
Jeff's goal is to always encourage his clients to focus on their goals for retirement. The first step is to identify goals and separate them into needs, wants, and wishes. Jeff refers to this as identifying your train and the track you want to be on for your retirement. Jeff then provides strategies on how to get the clients train moving faster and safer down their track. Jeff enjoys growing his relationships with his clients over the many years he serves them.

Specialty

  • Retirement income planning
  • Saving and wealth accumulation strategies
  • Creating a flexible, unique, efficient financial plan for clients' retirement
  • Helping people achieve their goals

Community Involvement

  • Jeff is active locally and within the financial services industry as a member of NAIFA-Cedar Rapids (National Association of Insurance and Financial Advisors)
  • Junior Achievement
  • Habitat for Humanity

Education and Honors
Mount Mercy University

  • Masters of Business Administration

University of Northern Iowa

  • Bachelors in Finance

Professional Accreditations

  • Series 6, Series 63 and 65 Securities Registrations
  • Life and Health Insurance Licensed
  • 20 years' financial service industry experience

Interests and Hobbies
Jeff loves being outdoors whether that is golfing, fishing, or helping a friend out. Jeff enjoys following Hawkeye sports and Green Bay football, while relaxing at home.

Favorite Food: Breakfast Burritos or Ice Cream
Favorite Quote: “Where there's a will there's a way.”
What Motivates Jeff: Achievement
Favorite Holiday: Christmas
Bucket List: Trip to Europe