Matthew Haas, financial advisor Mequon WI
93 score

Matthew Haas

CRD Number: 6090449
Current Firm: Pegasus Partners

Matthew Haas (CRD# 6090449) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 4 years of experience in the finance industry. Matthew Haas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pegasus Partners Ltd. Mequon, WI May 2015 - Current 1
Balasa Dinverno Foltz LLC Itasca, IL Jun 2012 - May 2015 2
Balasa Dinverno Foltz LLC Itasca, IL Aug 2011 - May 2015 3
Mcgladrey & Pullen, LLP Schaumberg, IL Jun 2006 - Aug 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Matthew T. Haas
Phone Number: 262-478-9009
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,056
    MILLIONS
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $815,886
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, MA, NY, OH, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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