Our Team

Our Team

Mark Haukedahl, CLU, ChFC

President

ACADEMIC BACKGROUND
American College, Bryn Mawr, Pennsylvania, 1983
Chartered Financial Consultant® (ChFC®)
American College, Bryn Mawr, Pennsylvania, 1982
Certified Life Underwriter® (CLU®)
University of North Dakota, Grand Forks, North Dakota, BA 1973
Honors:  Phi Beta Kappa, Magna Cum Laude

EMPLOYMENT
Independent Financial and Investment Advisor, 1983 to present
As Haukedahl Financial Services, 1987 to present
Bloomington, Minnesota

Balanced Financial Planning International Inc.
Bloomington, Minnesota
1983 to 1987
Financial and Investment Advisor

Prudential Insurance Company of America
Minneapolis, Minnesota
1975 to 1983
Insurance Agent

LICENSES AND REGISTRATIONS

  • Investment advisor representative of Commonwealth Financial Network®, a Registered Investment Advisor
  • FINRA Series 7 Securities
  • FINRA Series 63 Securities
  • FINRA Series 65 Securities
  • Variable Annuity
  • Property and Casualty Insurance
  • Life and Health Insurance

ABOUT MARK

Mark is an adventurous person who loves the outdoors. He and his wife Cathy, both enjoy traveling, spending time with family and friends, and discovering new areas of the world. With his free time he likes playing handball, hiking trails, skiing the mountains of Montana and listening to the blues. He loves telling jokes, cheering on his favorite hockey team and spending time with his grandchildren. He’s always good for a story and is an amateur woodworker.

Brett Haukedahl

Financial and Investment Adviser Representative

ACADEMIC BACKGROUND 
Gustavus Adolphus College
Major: Geology
Minor: Financial Economics 
Honors: Cum Laude

EMPLOYMENT
Haukedahl Financial Services, LLC
Bloomington, Minnesota
2013 to present

LICENSES AND REGISTRATIONS

  • Investment Advisor Representative of Commonwealth Financial Network®, a Registered Investment Advisor
  • FINRA Series 7 Securities
  • FINRA Series 66 Securities
  • Life Insurance

ABOUT BRETT

Brett, along with his wife Amber and their chocolate lab, Toby, can be found running the trails near their home along the Minnehaha Parkway, in Minneapolis. In his spare time, Brett enjoys winter camping, biking, hiking, snow shoeing, skiing and of course playing hockey. Solving a crossword, answering a trivia question or playing a game of Catan with friends is only a small sample of his interests. He’s well-traveled having lived in both Europe and South America, enjoys listening to music and plays guitar and mandolin.

Tracy Yard

Client Services Manager

ACADEMIC BACKGROUND
Minnesota State University - Mankato, Minnesota, BS 
Major: Interior Design and Construction Management
Minor: Art

EMPLOYMENT 
Client Services Manager
Haukedahl Financial Services, LLC
Bloomington, Minnesota 
2012 to Present

ABOUT TRACY

Tracy and her husband, Christopher, live with their son Memphis and their fat cat Lorenzo, in the arts district of Northeast Minneapolis. In her spare time, Tracy enjoys yoga, concerts, comedy and coffee. Vacations to Mexico, road trips to Chicago and flights to Florida are always a highlight throughout the year. Spending time with family and friends is always a priority. Sky diving is on her bucket list.

Cole Gauldin

Financial Planning Services Associate

ACADEMIC BACKGROUND
Minnesota State University - Moorhead, Minnesota, BS 
Major: Finance
Minor: Personal Investments

EMPLOYMENT 
Financial Planning Services Associate
Haukedahl Financial Services, LLC
Bloomington, Minnesota 
2018 

GoalQuest Financial Group
St. Cloud, Minnesota
2015 to 2018
Junior Partner/Financial Advisor

LICENSES AND REGISTRATIONS

  • FINRA Series 7 Securities
  • FINRA Series 66 Securities
  • Life Insurance

ABOUT COLE

Cole enjoys the upbeat lifestyle of Minneapolis’ Uptown neighborhood, which he calls home. Here you can find him in his element of cheering on his favorite college sports teams, while socializing and hanging with friends on rooftops and patios. Sports and fitness are among his interests, along with playing golf, running, and vacationing to sunny, warm destinations. He enjoys country music festivals, hanging out with family and friends, and if you’re seeing double, it’s because he’s a twin.