Cory Haupt
C.R. Haupt · Eau Claire, Wisconsin
Cory Haupt is a fee-only financial advisor at C.R. Haupt in Eau Claire, Wisconsin. Cory charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | C.R. Haupt |
|---|---|
| Based in | Eau Claire, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $1.9M across 10 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6026346 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crhaupt.com |
How Cory's firm compares
- C.R. Haupt's average account is about $194,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Cory
Is Cory Haupt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and C.R. Haupt reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory charges a percentage of assets.
Where is Cory Haupt based?
Cory Haupt is based in Eau Claire, Wisconsin.
What does Cory specialize in?
Cory's specialties include retirement planning.
Is Cory Haupt registered with the SEC?
Yes. Cory Haupt is registered as an investment adviser representative in WI (CRD 6026346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does C.R. Haupt manage?
C.R. Haupt reports $1.9M across 10 accounts in assets under management.
How do I contact Cory Haupt?
Through Cory's website, www.crhaupt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- C.R. Haupt website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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