Trudy Haussmann, president and owner of Haussmann Financial, Inc. in Lake Forest, California, has been ranked in Barron’s Top 100 Women Financial Advisors.
Ms. Haussmann, a Certified Financial Planner, has been an advisor with Securities America since 1991 and is a registered principal. Securities America is a Nebraska-based independent broker-dealer and a wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc. Ms. Haussmann has worked in the financial service industry since 1985 and has earned bachelor’s degrees in economics and political science from the University of California, Los Angeles.
“Trudy’s recognition for this award again is a reflection of the high standards she has set for herself and her team to provide clients with a superior level of service,” said Janine Wertheim, senior vice president and chief marketing officer of Securities America. “We are proud to have had the pleasure to work with her for more than 20 years. Securities America is excited to express our congratulations to Trudy on this honor.”
Barron’s ranks women advisors every year based on their assets under management, revenues generated, and the overall quality of their practices. Ms. Haussmann has been included on the list each year since 2006. According to the list, she manages $973 million in total assets.
To view the 2014 Barron’s Top 100 Women Financial Advisors list, click here.