Strategic Financial Solutions

CONNECT

Address:

200 2nd Avenue SE
Cedar Rapids, IA 52401

Phone:

(319) 363-2509 (800) 253-7991

Fax/Other:

(319) 362-2443

Jeff Haugse

Jeff Haugse

Financial Advisor

Jeff joined Strategic Financial Solutions in 2014 and has over 14 years of Financial Services experience.  He is a Registered Representative with Principal Securities, and is a Financial Representative for Principal Financial Group®.

He began his career in the financial services industry in 2002 with Transamerica Life Insurance Company.  Jeff has completed numerous courses through LOMA and he currently holds the following professional designations, Associate,  Annuity Products & Administration (AAPA) and Associate Customer Service (ACS).  Jeff also holds his FINRA Securities Registrations Series 6, 63, 65 and Life and Health Insurance Licenses.

Jeff received his bachelor’s degree from the University of Northern Iowa, graduating with a major in Finance in May of 2002.  Jeff then went onto to receive his M.B.A. from the University Of Mt. Mercy in May 2013.  Jeff is a firm believer in continuing his education in order to serve his clients to the best of his ability.   

Jeff’s deep passion for financial strategies is the driving force behind his energy he brings to his clients.  He employs these strategies for his clients to help achieve their financial goals.  Financial services is something Jeff holds close to his heart and is always looking to do what he can to help someone with their finances and financial goals. 

Jeff is active locally and within the financial services industry as a member of NAIFA-Cedar Rapids (National Association of Insurance and Financial Advisors), Junior Achievement, and Habitat for Humanity.  Jeff has lived in Cedar Rapids, IA for 35 years and recently moved just outside of North Liberty.

Jeff and his wife, Kari enjoy traveling together and spending time with their family and friends.  Jeff loves being outdoors whether that is golfing, fishing, or helping a friend out with a home project.  Jeff enjoys following Hawkeye sports and Green Bay football, while relaxing at home with his family.

 

Favorite Food: Breakfast Burritos or Ice Cream

Favorite Quote: Where there's a will there's a way

What Motivates Jeff: Achievement

Favorite Holiday: Christmas

Bucket List: Trip to Europe

 

Phone (319) 730-1018
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck