Nathan Haag (CRD# 7082284) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bad Axe, MI and has over 5 years of experience in the finance industry.
CRD# 6037034
Osaic Wealth, Inc.
CRD# 5964026
Raymond James Financial Services Advisors, Inc.
CRD# 6080278
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cass City Public Schools | Cass City, MI | Oct 2024 - Current | < 1 |
Fieldstone Wealth Management | Bad Axe, MI | Aug 2019 - Current | 5 |
Raymond James Financial Services Advisors Inc. | Bad Axe, MI | Jul 2019 - Current | 5 |
Raymond James Financial Services, Inc. | Bad Axe, MI | Jul 2019 - Current | 5 |
Krohn Capital Management, LLC | Bad Axe, MI | Aug 2019 - Oct 2023 | 4 |
Raymond James Financial Services, Inc. | Bad Axe, MI | Mar 2019 - Jul 2019 | < 1 |
Caro Community Schools | Caro, MI | Aug 2008 - Jul 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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