Ann Haas, financial advisor Birmingham AL

Ann Haas

CRD Number: 1618834
Current Firm: 1919 Investment Counsel, LLC

Ann Haas (CRD# 1618834) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 28 years of experience in the finance industry.

Similar Advisors
Paul Abele, financial advisor Birmingham AL
Paul W. Abele
CRD# 1321366
Canterbury Investment Advisors LLC
Similar Advisors
Steven Abrams, financial advisor Birmingham AL
Steven G. Abrams
CRD# 2842337
Nbc Securities, Inc.
Similar Advisors
Edgar Acosta, financial advisor Birmingham AL
Edgar L. Acosta
CRD# 5413756
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
1919 Investment Counsel, LLC Birmingham, AL Sep 2015 - Current 5
Sterne Agee Birmingham, AL Nov 2011 - Jun 2016 4
Arlington Partners, LLC Birmingham, AL Jul 2007 - Oct 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Ann D. Haas
Phone Number: 410-454-2171
Firm Website: http://www.1919ic.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    17,554
    MILLIONS
  • Total Number of Accounts
    6,503
    ACCOUNTS
  • Average Account Value
    $2,699,428
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Ann Haas and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.