Our Team

Our Team

Haukedahl-Financial-Services-team-photo
 

Meet the HFS Team

Haukedahl Financial Services, LLC, is located in Bloomington, Minnesota and has been providing financial planning services since it was established in 1987.

Mark Haukedahl, CLU®, ChFC®

CEO

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.

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

Brett Haukedahl

President

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, snowshoeing, skiing, and of course playing hockey. Solving a crossword, answering a trivia question, or playing a game of Catan with friends are 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.

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

Tracy Yard

Client Services Manager

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.

ACADEMIC BACKGROUND

  • Minnesota State University, Mankato, Minnesota, BS 
  • Major: Interior Design and Construction Management
  • Minor: Art

EMPLOYMENT 

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

Cole Gauldin

Financial Planning Services Associate

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.

ACADEMIC BACKGROUND

  • Minnesota State University, Moorhead, Minnesota, BS 
  • Major: Finance
  • Minor: Personal Investments

EMPLOYMENT 

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