The Office Of Heath O. Lauseng

Overview

The Office Of Heath O. Lauseng operates as a sole proprietorship organized around a law practice that also offers fee-based financial advisory services. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation is billed via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not identified as a capital allocator, does not advertise ESG investing activity, and is not registered as a multi-state adviser; its SEC registration year is not listed.

Assets & Accounts

Location & Offices