Timothy Haas (CRD# 4810370) is an Investment Advisor Representative working at Prosperity Capital Advisors in Sandy Hook, CT and has over 19 years of experience in the finance industry. Timothy Haas 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# 2726777
Springboard Asset Management LLC
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Lincoln Financial Advisors Corporation
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Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Mar 2023 - Current | 1 |
| The Haas Agency, Inc. Dba Haas Insurance | Sandy Hook, CT | Mar 2011 - Current | 13 |
| Waypoint Financial Planning, Inc. (d.b.a. For Advisory Business) | Sandy Hook, CT | Mar 2011 - Current | 13 |
| Lifepro Asset Management, LLC | San Diego, CA | Jun 2019 - Mar 2023 | 3 |
| Integrated Wealth Concepts LLC | Danbury, CT | Apr 2018 - Jul 2019 | 1 |
| Lpl Financial LLC | Danbury, CT | Apr 2017 - Jun 2019 | 2 |
| National Planning Corporation | Sandy Hook, CT | Feb 2017 - Feb 2017 | < 1 |
| Equity Services, Inc. | Montpelier, VT | Apr 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- CT
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
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