Awards and Recognitions

Trudy Haussmann has been named in the Barron's Hall of Fame 2019.

"Barron's Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron's annual Top 100 Advisor rankings, and their long-looking commitment to excellence is a hopeful example for the industry to follow."

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2019.

2019 TOP ADVISORS, Trudy Haussmann

2019 EXEMPLARY OFFICE AWARD

Haussmann Financial
Trudy Haussmann, OSJ
Lake Forest, California

Recognizes an advisor or branch office that is current on all compliance requirements, has no major audit deficiencies and has a low number of surveillance risk items, CRIG findings and consequence management

Nominated by home office employees and voted on by a panel of Securities America employees

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2018.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2017.

Trudy Haussmann has been named one of Barron's Top 100 Women Financial Advisor for 2016. This is the 11th year Trudy has made this prestigious list.

Trudy Haussmann has been named one of Barron's Top 100 Women Financial Advisor for 2015. Trudy is one of only 16 Women Advisors to be named on this prestigious list every year since it's inception in 2006.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2014.

Trudy Haussmann and Haussmann Financial have been awarded the Circle of Stars Award from Securities America in Top 10 Advisors Overall and Top 10 Branch Offices.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2013.

Haussmann Financial is honored as one of the Top 10 Registered Investment Advisory Firms of Securities America, Inc. for 2012.

Trudy Haussmann is awarded as a Top 10 Producer of Securities America, Inc. for 2012.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2012.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2011.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2010.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2009.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2008.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2007.

Trudy Haussmann is named one of Barron's Top 100 Women Financial Advisors for 2006.

Visit Barrons online at to see the complete list.

*Barron's publishes four financial advisor rankings each year: The Top 100, the Top 100 Women, the Top 100 Independents and the Top 1,000, in which advisors are ranked on a state-by-state basis. Advisors are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the advisor's team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor's future performance.