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MH

Michael A. Hausmann

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CRD#: 2332223
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Alan Hausmann, CFP®, who also goes by Michael Hausmann, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1993. Michael had worked at 15 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Hausmann

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED LIFE & HEALTH INSURANCE AGENT, NON INVESTMENT RELATED, 26610 HEATHERBRIAR LN., KATY, TX, 77494, INSURANCE SALES, INSURANCE AGENT, 12/2020, 20 HOURS PER MONTH

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

October 14, 2021 - February 10, 2023

ASPEN CREEK WEALTH MANAGEMENT, LLC

RIA
CRD#: 160649
Lone Tree, CO
Past

July 20, 2021 - October 13, 2021

MARKOWSKI INVESTMENTS

RIA
CRD#: 141883
Katy, TX
Past

March 25, 2019 - January 8, 2020

MARKOWSKI INVESTMENTS

RIA
CRD#: 141883
Lakewood, CO
Past

January 25, 2017 - December 20, 2018

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
Lakewood, CO
Past

October 12, 2015 - March 28, 2017

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA
CRD#: 168299
Tampa, FL
Past

July 9, 2015 - August 31, 2015

TRAC ASSET MANAGEMENT LLC

RIA
CRD#: 170662
Tampa, FL
Past

August 30, 2012 - December 31, 2013

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
LUTZ, FL
Past

August 20, 2012 - December 31, 2013

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
LUTZ, FL
Past

May 10, 2012 - August 6, 2012

SPC

RIA
CRD#: 110692
LUTZ, FL
Past

May 3, 2012 - August 6, 2012

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
LUTZ, FL
Past

April 7, 2010 - June 8, 2010

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
RIVERVIEW, FL
Past

March 20, 2006 - April 6, 2010

SICOR SECURITIES INC

RIA
CRD#: 16195
LUTZ, FL
Past

March 17, 2006 - April 6, 2010

SICOR SECURITIES INC

BD
CRD#: 16195
LUTZ, FL
Past

November 3, 2004 - March 27, 2006

OSAIC FS, INC.

BD
CRD#: 3870
BOCA RATON, FL
Past

September 16, 2003 - November 15, 2004

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

May 18, 2001 - August 4, 2003

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

May 3, 1993 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 3, 1993 - May 10, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ASPEN CREEK WEALTH MANAGEMENT, LLC
ASPEN CREEK WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT

CRD#: 160649 / SEC#:

California
Registered Investment Advisory firm - (2/3/2021 Approved)
Colorado
Registered Investment Advisory firm - (6/28/2018 Approved)
Florida
Registered Investment Advisory firm - (6/23/2025 Approved)
Idaho
Registered Investment Advisory firm - (2/16/2021 Approved)
Louisiana
Registered Investment Advisory firm - (11/24/2020 Terminated)
Montana
Registered Investment Advisory firm - (12/16/2022 Approved)
New Jersey
Registered Investment Advisory firm - (5/16/2023 Approved)
Oklahoma
Registered Investment Advisory firm - (5/17/2021 Approved)
Texas
Registered Investment Advisory firm - (5/15/2012 Approved)
Virginia
Registered Investment Advisory firm - (8/18/2020 Terminated)
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Contact information


Main Address
950 E State Highway 114 Ste. 160, Southlake, TX 76092
Mailing Address
Phone number
(817) 400-9905
Established
Firm type
Fiscal year end
# of Employees
13

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts95
AUM (Assets Under Management)$ 12,591,705

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASPEN CREEK WEALTH MANAGEMENT, LLC

CRD#: 160649

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