Louis Kokernak
Haven Financial Advisors · Austin, Texas
Louis Kokernak is a fee-only financial advisor at Haven Financial Advisors in Austin, Texas, who holds the CFP and CFA credentials. Haven Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Haven Financial Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $108M across 49 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 2673088 |
| Exams passed | Series 63 (1995) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.havenfinancial.com |
| Profile |
How Louis's firm compares
- Haven Financial Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Louis
Is Louis Kokernak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Haven Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Haven Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Louis Kokernak based?
Louis Kokernak is based in Austin, Texas.
What credentials does Louis Kokernak hold?
Louis Kokernak holds the CFP and CFA credentials.
Is Louis Kokernak registered with the SEC?
Yes. Louis Kokernak is registered as an investment adviser representative in TX (CRD 2673088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haven Financial Advisors manage?
Haven Financial Advisors reports $108M across 49 accounts in assets under management.
How do I contact Louis Kokernak?
Through Louis's website, www.havenfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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