Keith HaasCRD Number: 1454337
Current Firm: Investment Centers Of America, Inc.
Keith Haas (CRD# 1454337) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Whitefish, MT and has over 30 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Investment Centers Of America, Inc.||Whitefish, MT||Jun 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV