Roger HaagCRD Number: 1003116
Current Firm: Harbour Investments, Inc.
Roger Haag (CRD# 1003116) is an Investment Advisor Representative working at Harbour Investments, Inc. in Norton Shores, MI and has over 36 years of experience in the finance industry. Roger Haag 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.
First Financial Advisors Inc.
Robert W. Baird & Company Incorporated
Waddell & Reed
|Harbour Investments, Inc.||Madison, WI||Feb 2017 - Current||1|
|Next Financial Group, Inc.||Norton Shores, MI||Aug 2013 - Current||4|
|Haag Financial Advisors Inc.||Muskegon, MI||Jul 1991 - Current||26|
|Investment & Retirement Consulting Group||Norton Shores, MI||Jul 1991 - Current||26|
|Fsc Securities Corporation||Muskegon, MI||Jul 1988 - Aug 2013||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management763MILLIONS
Total Number of Accounts3,719ACCOUNTS
Average Account Value$205,050
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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