# Haberkorn Financial Services, Inc.

> Haberkorn Financial Services, Inc. is a state-registered investment advisory firm in Louisville, CO, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 113115
- Filed as: HABERKORN FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Louisville, CO
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113115
- AdvisorCensus page: https://advisorcensus.com/firm/haberkorn-financial-services-inc-louisville-co-113115

## Quick answers

**How is Haberkorn Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Haberkorn Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Haberkorn Financial Services, Inc. located?**
Haberkorn Financial Services, Inc.'s principal office is in Louisville, CO, according to its Form ADV.

**Is Haberkorn Financial Services, Inc. registered with the SEC or a state?**
Haberkorn Financial Services, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 113115.

**How much does Haberkorn Financial Services, Inc. manage?**
Haberkorn Financial Services, Inc. reports $31,986,021 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Haberkorn Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (15); corporations or other businesses not listed above (1).

**Does Haberkorn Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113115

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $31,986,021
- Discretionary: $31,986,021
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $7,315,206 |
| High net worth individuals | 15 | $24,047,791 |
| Corporations or other businesses not listed above | 1 | $623,024 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haberkorn Financial Services, Inc. (CRD 113115): Form ADV filing data as of October 2026.