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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2003
- Office Locations
- 1
Office Locations
About Haven Financial Advisors
Haven Financial Advisors is an Austin-based fee-only RIA (since 2002) providing financial planning and portfolio management for individuals. The firm builds diversified, goal-based asset allocations emphasizing low-cost, low-turnover strategies across multiple asset classes, using transparent implementation with no “black box” funds. Principal Louis Kokernak publishes market commentary on inflation, TIPS, and bond-ladder construction.
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Owner & Executives
LOUIS STEPHEN KOKERNAK
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2673088
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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