William HaaseCRD Number: 5601899
Current Firm: Wells Fargo Advisors Financial Network, LLC
William Haase (CRD# 5601899) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Wells Fargo Advisors Financial Network, LLC||Cincinnati, OH||Nov 2015 - Current||2|
|Edward Jones||St Louis, MO||Sep 2008 - Nov 2015||7|
|Huff Realty||Cincinnati, OH||Mar 2005 - Sep 2008||3|
|U.s. Army Reserve||Whitehall, OH||Mar 2003 - Sep 2008||5|
|Abercrombie And Fitch||San Francisco, CA||Jul 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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