Gary PalmerCRD Number: 355588
Current Firm: Haese Financial Group Inc.
Gary Palmer (CRD# 355588) is an Investment Advisor Representative working at Haese Financial Group Inc. in Oregon, WI and has over 39 years of experience in the finance industry.
Wismed Financial, Inc.
Harbour Investments, Inc.
Baker Tilly Wealth Management, LLC
|Superior Financial Services, Inc.||Jackson, WI||Apr 2013 - Current||9|
|Girard Securities, Inc.||Madison, WI||Sep 2002 - Apr 2013||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
|S63||Uniform Securities State Law Examination||May 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management28MILLIONS
Total Number of Accounts72ACCOUNTS
Average Account Value$388,889
- 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
GA, IL, WI
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