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Michael Haupert

Investment adviser representative at Global Wealth Management Investment Advisory in Fort Lauderdale, FL

Investment adviser registrationUpdated

Michael Haupert is an investment adviser representative at Global Wealth Management Investment Advisory, Inc., an investment adviser managing $723M, and works from its Fort Lauderdale, FL office. Michael Haupert has been registered through Global Wealth Management Investment Advisory since 14 May 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Michael Haupert has been an investment adviser representative at Global Wealth Management Investment Advisory since May 2026, and is not listed among the firm’s executive officers or direct owners.

Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.

  1. Global Wealth Management Investment Advisory, Inc.Current
    – present · under a year
    Fort Lauderdale, FL · Adviser representative · Firm CRD 286005

Credentials and registrations

Investment adviser representative registrations

Michael Haupert is registered as an investment adviser representative in Florida, since May 2026.

  • FloridaSince 14 May 2026

Examinations

Series 654 May 2026
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7791178
Firm
Global Wealth Management Investment Advisory · CRD 286005
Office
1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
Registration
Investment adviser registration
In the industry since
May 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Haupert work?

Michael Haupert is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Michael Haupert a financial advisor?

Yes. Michael Haupert has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since May 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Michael Haupert have?

Michael Haupert has 0 years in the financial industry, since May 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Michael Haupert passed?

Michael Haupert passed the Series 65 in May 2026.

Source: IAPD individual record, checked 24 October 2026

Where is Michael Haupert based?

Michael Haupert’s registered office is in Fort Lauderdale, FL.

Source: IAPD individual record, checked 24 October 2026

Is Michael Haupert registered with FINRA?

No. Michael Haupert has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Michael Haupert’s record?

Search CRD 7791178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Haupert’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Global Wealth Management Investment Advisory

Sources

  1. IAPD individual record, CRD 7791178, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Global Wealth Management Investment Advisory, Inc., filed 27 March 2026. Executive officers and direct owners; this person is not among them.
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