Haag Financial Consulting
Haag Financial Consulting (CRD# 144702) is a financial advisory firm headquartered in Chicago, IL. They manage $10,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$166,667
- 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
Peter Haag (CRD# 1700768) is an Investment Advisor Representative working at Haag Financial Consulting in Chicago, IL and has over 11 years of experience in the finance industry. Peter Haag 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.