Leo HaasCRD Number: 5626914
Current Firm: Plancorp, LLC
Leo Haas (CRD# 5626914) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Plancorp, Llc (fka Plancorp, Inc.)||Saint Louis, MO||Sep 2008 - Current||9|
|Westgate Group||Saint Louis, MO||Apr 1998 - Aug 2008||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management3,026MILLIONS
Total Number of Accounts5,624ACCOUNTS
Average Account Value$538,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, MS, NH, NM, NY, OH, SC, TN, TX, WA