William Haas (CRD# 5893951) is an Investment Advisor Representative working at Haas Capital Management LLC in Fort Collins, CO and has over 13 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Fort Collins, CO | Nov 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- CO
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$520,311
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, TX
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