Janice Haarstick Fier

Janice H. Fier

COULOIR WEALTH ADVISORS
WELCH, MN
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CRD#: 6239534
Janice Haarstick Fier

Professional summary


Janice Haarstick Fier, AIF®, CFP®, who also goes by Janice Haarstick Dayton, Janice Ruth Haarstick, is a registered financial advisor currently at COULOIR WEALTH ADVISORS, INC. located in Welch, Minnesota.

Janice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Janice has worked at 3 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Janice Haarstick Dayton | Janice Ruth Haarstick

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Janice Haarstick Fier's CRS (Customer Relationship Summary).

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


Current

July 30, 2024 - Present

COULOIR WEALTH ADVISORS, INC.

RIA
CRD#: 324446
WELCH, MN
Past

February 26, 2018 - August 5, 2024

BLUPRINT FINANCIAL, LLC

RIA
CRD#: 291172
Welch, MN
Past

May 6, 2016 - March 15, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Red Wing, MN

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(7/30/2024)

Exams


State Security Law Exam

Current Firm


CW
COULOIR WEALTH ADVISORS, INC.
COULOIR WEALTH ADVISORS, INC.

CRD#: 324446 / SEC#:

Minnesota
Registered Investment Advisory firm - (7/30/2024 Approved)
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Contact information


Main Address
Welch, MN
Mailing Address
Phone number
(651) 386-2464
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts13
AUM (Assets Under Management)$ 5,333,445

Red Flags


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Company Information


COULOIR WEALTH ADVISORS, INC.

CRD#: 324446Welch, MN

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