Allan J. Haupert, CFP®, MBA, CPA
Registered Principal, AJH Wealth Management
Allan Haupert is the founder of AJH Wealth Management with two decades of experience in the financial services industry. With a diverse background in financial planning and accounting, he can assist clients with a wide range of services including retirement, educational, and estate planning and investment management.
Allan first built his career in the world of accounting. He worked as an auditor with the global public accounting firm of Ernst & Young, and worked as a controller for a Milwaukee food wholesaling subsidiary of an international conglomerate based in the Netherlands. In 1997, he transitioned into financial services, working as a financial advisor with Morgan Stanley for several years before forming AJH Wealth Management and joining broker-dealer Kovack Securities, Inc.
In 2011, he earned the CERTIFIED FINANCIAL PLANNER™ certification. CERTIFIED FINANCIAL PLANNER™ professionals are the recognized standard of excellence for personal financial planning and abide by high standards of ethical conduct and client service. He received his Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater in 1985, graduating Magna Cum Laude, and received a Master of Business Administration in Finance, Investments, and Banking in 1991 from the University of Wisconsin.
Allan is a lifelong athlete and enjoys staying active. While a freshman at Whitewater he was a track team letter winner. During his high school years at Dodgeland (Juneau, WI), he participated in football, basketball, and track, lettering seven times. During his junior year, he was the third leg of the 800-meter relay team that won state with a time that still stands as a school record. He coached both of his daughter’s grade school basketball teams and was the head track coach for the four grade, 75 member grade school track team for three years.
Allan, a native to Wisconsin, enjoys biking, playing golf, basketball, pool, cards, and chess. He is a passionate fan of Wisconsin Badger football and basketball.