Haas Investment Management LLC

Haas Investment Management LLC (CRD# 154886) is a financial advisory firm headquartered in Newport News, VA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Haas Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
James R. Haas
CRD#: 716334
712 Mobjack Place, Newport News, VA 23606
96
Wealthminder
score

James Haas (CRD# 716334) is an Investment Advisor Representative working at Haas Investment Management LLC in Newport News, VA and has over 35 years of experience in the finance industry. James 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.

2
Ronald A. Dukes
CRD#: 73012
Norfolk, VA
74
Wealthminder
score

Ronald Dukes (CRD# 73012) is an Investment Advisor Representative working at Haas Investment Management LLC in Norfolk, VA and has over 34 years of experience in the finance industry.

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