Nelson Haka
CRD Number: 6519890Current Firm: Raymond James & Associates, Inc.
Compensation Model: Fee Only
CRD# 6519890
Raymond James & Associates, Inc.
Office. 847.610.5078
Cell. 224.355.5737
Email. [email protected]
I am a Financial Advisor with Raymond James. I focus my business on my clients’ individual financial objectives; I believe the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to my clients’ best interests, that sets me apart.
I am dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, I am able to gain a comprehensive understanding of your needs and goals. I work hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s, 529 education savings plans), and more!
I have my Series 7 and 66 licenses, as well as the Illinois Life and Health Insurance Licenses. I earned a Bachelor of Science degree in Business Marketing from Illinois State University.
I am living in Schaumburg, and grew up in Sycamore, a town just outside the western suburbs. My family has lived in the Chicago-Land area for 5 generations. A huge passion of mine is Golf, I have been playing my whole life and can always find a good excuse to hit the course. I also enjoy hiking, biking, concerts, and spending time with my Fiancé Katie.
http://raymondjames.com/smrja.htm
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 4993109
Tc Wealth Partners, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James | Schaumburg, IL | Jun 2015 - Current | 5 |
| Paychex Inc. | Phoenix, AZ | Jun 2013 - May 2015 | 1 |
| The Chicago Tribune | Chicago, IL | Jun 2012 - May 2013 | < 1 |
| The Daily Vidette | Normal, IL | Jan 2010 - May 2012 | 2 |
| Illinois State University | Normal, IL | Sep 2008 - May 2012 | 3 |
| Sycamore Golf Club | Sycamore, IL | Jun 2006 - Dec 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
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Total Assets Under Management242,536MILLIONS
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Total Number of Accounts758,159ACCOUNTS
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Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures:
http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New
York Stock Exchange/SIPC
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