Welcome

The Hauer Group Mission

We assist clients in the identification and achievement of their financial objectives.

We provide customized solutions to clients and their families consistent with their
need for wealth accumulation as well as wealth preservation.

We put the financial interests of our clients first.

We provide transparency.

We address client inquiries promptly, completely and truthfully.
Services Include
  • Divorce Financial Analysis1
  • Wealth Consulting
  • Wealth Management2
  • 401(k) Rollovers
  • 529 Plans3
  • Alternative Investments4
  • Annuities5
  • Asset Management6
  • Commodities7
  • Estate Planning Strategies8
  • Executive Financial Services9
  • Financial Planning10
  • Foreign Exchange11
  • Lending Products
  • Municipal Bonds12
  • Philanthropic Services
  • Planning for Education Funding13
  • Precious Metals14
  • Professional Portfolio Management15
  • Retirement Planning16
  • Stock Option Plans17
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Events

    What We Do For Our Clients

    Are You Financially Fit?

    Financially Fit is a financial literacy course that is provided as a complimentary service for all of our clients and their families. Through Morgan Stanley Financially Fit, you can provide a personalized, digital learning experience that gets your family engaged in financial learning, while encouraging important and needed conversations.

    A recent study of college students indicates that those who took financial literacy courses in high school and even earlier are significantly more likely than their peers to be financially responsible in their college years. This included not only awareness of financial concepts, but also in the application of knowledge in how they used credit cards and paid their bills.*

    Morgan Stanley Financially Fit is powered by EverFi, an education technology company that develops web-based learning tools focused on teaching, assessing, and certifying learners in the financial skills that life demands. The program offers four engaging, age-appropriate online learning experiences, starting in grade school and progressing through high school, college and adulthood. Learners can explore a range of topics important to the management of wealth, including budgeting, saving and investing, debt and credit, taxation, philanthropy and overall financial decision making.

    To learn more, email Todd at todd.hauer@morganstanley.com

    *Money Matters on Campus. How Early Financial Attitudes, Knowledge, and High School Preparation Influence Financial Decisions. 2014 Higher One and EverFi Report.

      Location

      5251 Dtc Parkway
      Suite 1500
      Greenwood Village, CO 80111
      US
      Direct:
      (720) 488-2406(720) 488-2406
      Toll-Free:
      (800) 347-5099(800) 347-5099

      Meet The Hauer Group

      About Me

      Todd has worked for more than 29 years in the financial services industry including 24 years as an investment consultant and five years in commercial / private banking. In his role as a Wealth Advisor he focuses on providing asset allocation and portfolio construction guidance to high net worth investors and their families. 

      Todd has been awarded the Certified Investment Management Analyst or CIMA® offered through the Investment Management Consultants Association and The Wharton College.  The CIMA professional provides objective investment advice and guidance to both individuals and institutions. As a CIMA® professional Todd has the ability to apply state of the art investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in customizing investment solutions to their unique circumstances. Todd has received the Five Star Wealth Advisor award the past five consecutive years 2012, 2013, 2014, 2015 and 2016. 

      Todd has made numerous media appearances including on 9News (KUSA-TV), Fox News Television Denver (KDVR), and several interviews on KOA 850 Radio. He has been published in the Denver Business Journal and is also a contributor of finance-related articles for the Examiner.com Denver website and ColoradoBiz magazine. 

      Todd graduated Magna Cum Laude from the University of North Dakota at Grand Forks, ND with a BA in Banking and Finance.  He is proficient in the areas of asset allocation, general financial and estate planning strategies, stock option analysis, hedging concentrated equity positions, personal liability management and commercial lending solutions.  Todd and his wife, Marie, live in Lone Tree with their two daughters, Alexandra and Caroline.
      Securities Agent: TX, CO, WY, WA, VA, UT, SC, RI, PA, OK, NY, NM, NJ, NE, ND, NC, MT, MN, MI, KS, ID, GA, FL, DE, DC, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1282424

      About Me

      Martin has worked in the financial services industry for over 20 years.  He joined Morgan Stanley Wealth Management and its predecessor Dean Witter in 1996 and holds Series 7, Series 63, Series 66 and Series 3 licenses as well as numerous state registrations.  In his role as a Financial Advisor he focuses on providing clients with a personalized wealth management strategy to achieve their financial goals.

      Martin has been awarded the Certified Financial Planner (CFP®) designation from the Certified Financial Planner™ Boards of Standards, Inc. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. All CFP® professionals have met these strict requirements mandated by CFP Board in regards to Education, Examination, Experience and Ethics.

      Martin was born and raised in Sweden.  He graduated Cum Laude from the University of Denver, CO with a B.S.B.A in Finance and Marketing.  He enjoys sports, skiing, traveling and spending time with his family.  Martin and his wife, Ericka live in Highlands Ranch with their two kids Emma and Noah.
      Securities Agent: TX, CO, WY, WA, VA, UT, SC, RI, PA, OK, NY, NM, NJ, NE, ND, NC, MT, MN, MI, KS, IN, ID, GA, FL, DE, DC, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1262001
      From Our Team

      60 THINGS WE DO FOR OUR CLIENTS


      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      From Clueless to Clued In: Teaching Teens About Money

      From Clueless to Clued In: Teaching Teens About Money

      As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      More from Morgan Stanley

      OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

      OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

      “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
      Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact The Hauer Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      9Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      11GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

      12Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      14Precious metals are speculative investments and, as such, their value can be subject to declining market conditions.

      15Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      16Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      17Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018