Michael F. Gaona

HERITAGE HAUS WEALTH PARTNERS

NEW BRAUNFELS, TX 78130

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CRD#: 6742148

Professional summary

Michael Francisco Gaona is a registered financial advisor currently at HERITAGE HAUS WEALTH PARTNERS LLC located in New Braunfels, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francisco Gaona's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 20, 2026 - Present

HERITAGE HAUS WEALTH PARTNERS LLC

Office #1: 2115 Stephens Place Suite 530, New Braunfels, TX 78130

RIA

CRD#: 342736

NEW BRAUNFELS, TX

Past

August 12, 2019 - August 14, 2026

TEAMWORK FINANCIAL ADVISORS, LLC

RIA

CRD#: 165237

NEW BRAUNFELS, TX

Past

November 20, 2018 - August 15, 2019

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

May 15, 2018 - August 15, 2019

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Cibolo, TX

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

Texas
(7/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/19/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2018

General Securities Representative Examination

Current Firm

HERITAGE HAUS WEALTH PARTNERS LLC

CRD#: 342736 / SEC#: 801-136481

RIA

Registered Investment Advisory firm - (6/12/2026 120-Day Approval)

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Contact information

Main Address

2115 Stephens Place Suite 530, New Braunfels, TX 78130

Mailing Address

Phone number

(512) 665-0773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HERITAGE HAUS ADV 2A (5/13/2026)

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.

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Michael F. Gaona

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Francisco Gaona's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE HAUS WEALTH PARTNERS LLC

TEAMWORK FINANCIAL ADVISORS, LLC

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2022

Series 66

Date: 11/19/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2018

Current Firm

HERITAGE HAUS WEALTH PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

HERITAGE HAUS WEALTH PARTNERS LLC

TRUST BUT VERIFY

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