Gary Haack (CRD# 6977166) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rapid City, SD and has over 3 years of experience in the finance industry. Gary Haack 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.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Rapid City, SD | Jun 2020 - Current | 3 |
| U.s. Bank | St. Paul, MN | Jun 2019 - Jun 2020 | 1 |
| Drake University | Des Moines, IA | Aug 2017 - May 2019 | 1 |
| Business & Estate Advisers Of Wi, LLC | Rice Lake, WI | Jun 2018 - Aug 2018 | < 1 |
| Farm Bureau Financial Services | West Des Moines, IA | Jan 2018 - May 2018 | < 1 |
| Rice Lake Weighing Systems | Rice Lake, WI | May 2017 - Jan 2018 | < 1 |
| Norske Nook Restaurant & Bakery | Rice Lake, WI | May 2016 - Jan 2018 | 1 |
| Drake University | Des Moines, IA | Aug 2016 - May 2017 | < 1 |
| Marketplace Foods | Rice Lake, WI | Mar 2015 - May 2016 | 1 |
| Mommsen's Farm Market | Rice Lake, WI | Aug 2013 - Nov 2015 | 2 |
| Mommsen's Produce Patch | Rice Lake, WI | Jul 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- IA
- MN
- SD
- TX
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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