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Home > Financial Planner Directory > Wisconsin > Wauwatosa > Allan J. Haupert, CFP®, CPA, MBA
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Allan J. Haupert, CFP®, CPA, MBA

AJH Wealth Management

933 N Mayfair Rd
Ste 101
Wauwatosa, WI 53226
Phone: (414) 763-3867
Fax: (414) 763-4669

Toll-free: (877) 557-6406

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Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.