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HAVEN FINANCIAL ADVISORS
LKOKERNAK
CRD 118607
210 LEE BARTON DRIVE, #211, AUSTIN, TX, 78704, United States
Phone
512 791 4335
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.0M
Discretionary AUM
$108.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-05-29
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $13.0M |
| High net worth individuals | 30 | $95.0M |
All web addresses on file
Official SEC filing: View on IAPD