Home
About
Locations
Account View
Contact
Blog

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Toll-Free: (800) 773-8700

Office: (949) 250-4973

Fax: (877) 773-8700

23201 Lake Center Drive

Suite 300

Lake Forest, CA 92630

erin@haussmannfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Trudy Haussmann | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0756590

Patrick Danly | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0F88078

LPL Client Relationship Summary