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Philip Frederick Hauser

Advisor at OSAIC — Hampton, IA

Updated today

Credentials

ChFC®, Series 63

Experience

42 years

Location

Hampton, IA 50441

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Philip Hauser is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® credential and Series 63 license, and has 42 years of industry experience. He has held positions at Royal Alliance Associates, INC., Ameritas Investment Corp, and Central Financial Group, where he continues to serve. In addition to his advisory work, he is involved in general grain farming in Hampton, Iowa. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Hampton, IA

16 4th Street, NE

Hampton IA 50441

Advisors at this office

1

Most active in

Iowa

Work history

42 years of industry experience

OSAIC Wealth, Inc

2023 - Present • 3 years

Hampton, IA

Royal Alliance Associates, INC.

2018 - 2023 • 5 years

Hampton, IA

Sii

2017 - 2018 • 1 year

Johnston, IA

Farming

2017 - Present • 9 years

Hampton, IA

Ameritas Investment Corp

2012 - 2017 • 5 years

Lincoln, NE

Central Financial Group

2007 - Present • 19 years

Hampton, IA

North Iowa Insurance Services Inc. dba Hauser Financial Group

1983 - Present • 43 years

Hampton, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Belen K

ChFC®, Series 63

Hampton, IA

Prosperity Capital Advisors

Belen Krabbe is a financial advisor with Prosperity Capital Advisors who holds the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked at multiple firms including Mercap Securities, Regal Investment Advisors, and Regulus Advisors, and has operated Franklin Financial Services since 1991. Krabbe is a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, high-net-worth investors, corporations, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Bradley S

Series 63, Series 66

Hampton, IA

Eagle Strategies (NY Life)

Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) in Hampton, IA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Eagle Strategies since 2016 and operates his own firm, Scheideman Financial Strategies, since 2008. Outside of his advisory work, Scheideman serves as a church elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes, reflecting involvement in community and faith-based activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Soren H

Series 66

Hampton, IA

Edward Jones

Soren Heilskov is a financial advisor at Edward Jones in Hampton, Iowa, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive retail advisor and branch network, and it provides various discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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