Daniel Haake, financial advisor Overland Park KS
93 score

Daniel Haake

CRD Number: 3178409
Current Firm: Honkamp Krueger Financial Services Inc.

Daniel Haake (CRD# 3178409) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Overland Park, KS and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Honkamp Krueger Financial Services Dubuque, IA Jul 2005 - Current 11
Proequities, Inc. Overland Park, KS Jun 2005 - Current 11
The Medicine Store, LLC Overland Park, KS Jan 2005 - Current 11
Haake Cpa LLC Overland Park, KS Jul 2004 - Current 12
Hutchins & Haake LLC Overland Park, KS Jan 2004 - Current 12
Msls, LLC Overland Park, KS Jan 2003 - Current 13
Colonial Hiatt Oil Co, Inc. Overland Park, KS Jan 2001 - Current 15
Colonial Hogan Oil Co, Inc. Overland Park, KS Jan 2001 - Current 15
Colonial Management Co, Inc. Overland Park, KS Jan 1999 - Current 17
Main Street Holding Co, Inc. Overland Park, KS Jan 1998 - Current 18
Colonial Securities Co, Inc. Overland Park, KS Jan 1998 - Current 18
Colonial Royalty Co, LLC Overland Park, KS Jan 1998 - Current 18
Haake Investment Partners Overland Park, KS Jan 1987 - Current 29
Sterdan Parnters Overland Park, KS Jan 1985 - Current 31
Wise Owl Investment Club Overland Park, KS Jan 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Daniel J. Haake
Phone Number: 563-582-2855
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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

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