Cory Haupt
Advisor at C.R. Haupt LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cory Haupt is the sole advisor at C.R. Haupt LLC, an independent firm based in Eau Claire, WI. He holds a Series 65 designation and has 14 years of industry experience. Prior to founding his advisory firm, he worked at G-Force Computers Inc. for 20 years and has been involved in aviation operations through Heartland Aviation, LLC, where he serves as Director of Operations. C.R. Haupt LLC provides investment advisory and small-business consulting services to a limited client base, managing approximately $1.7 million in assets. The firm serves individuals and various entities, employing a mix of fundamental, technical, and cyclical investment analysis with strategies ranging from long-term investing to active trading, including options, cryptocurrencies, and SPACs.
Client services
Based on C.R. Haupt LLC
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Based on C.R. Haupt LLC
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Fee options
$0.00 to $5,000.00 per service
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
$0.00 to $250.00 per hour
Location
Eau Claire, WI
Most active in
Cory H has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Heartland Aviation, LLC
2020 - Present (6 years)
C.R. Haupt LLC
2012 - Present (14 years)
G-Force Computers Inc.
1999 - 2019 (20 years)
Heartland Aviation, Inc.
1997 - 2020 (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Eau Claire, WI
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