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
- Life and Health Insurance
Brett Haukedahl
President
Brett, along with his wife, Amber, and their daughter, Bailey, can be found running the trails with their chocolate lab, Toby, 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 with her husband, Christopher, live in the northern suburbs of the Twin Cities. In her spare time, Tracy enjoys yoga, live concerts, comedy shows, decorating and coffee. Zoo's, playgrounds, water parks and beaches keep her two sons on the go and taking time for vacations and road trips to visit family keeps everyone connected. She finds organzing things fun and someday hopes to sky dive.
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
Jacob Rahbain
Financial Planning Associate
Jacob and his wife, Abigayle, live in the Twin Cities suburb of Apple Valley. In his spare time, Jake enjoys fishing on Lake Mille Lacs, bowling with friends, playing hockey, and spending time with his English Bulldog, Sully. He greatly enjoys watching and staying up to date with all Minnesota sports teams, especially the Minnesota Wild and Vikings. Having graduated from the University of MN Duluth, Jake takes advantage of every opportunity to spend a weekend traveling up north and exploring the beautiful scenery and landmarks bordering Lake Superior.
ACADEMIC BACKGROUND
- University of Minnesota Duluth
- Major: Financial Markets - Finance
EMPLOYMENT
- Haukedahl Financial Services, LLC
Bloomington, Minnesota
2022 to Present
LICENSES AND REGISTRATIONS
- FINRA Series 7 Securities
- FINRA Series 66 Securities