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

 

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

Tracy Yard

Client Services Manager

ACADEMIC BACKGROUND
Minnesota State University - Mankato, Minnesota, BS 2007
Major: Interior Design and Construction Management
Minor: Art

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

Cole Gauldin

Financial Planning Services Associate

ACADEMIC BACKGROUND
Minnesota State University - Moorhead, Minnesota, BS 2016
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