Haese Financial Group Inc.

Haese Financial Group Inc. (CRD# 108980) is a financial advisory firm headquartered in Jackson, WI. They manage $5,000,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $142,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA, WI

Financial Advisors at Haese Financial Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert J. Klysen
CRD#: 1449136
Milwaukee, WI
96
Wealthminder
score

Robert Klysen (CRD# 1449136) is an Investment Advisor Representative working at Haese Financial Group Inc. in Milwaukee, WI and has over 30 years of experience in the finance industry. Robert Klysen 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
William R. Haese
CRD#: 1549272
N168 W21931 Main Street, Jackson, WI 53037
93
Wealthminder
score

William Haese (CRD# 1549272) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 29 years of experience in the finance industry.

3
Derek J. Nowatzki
CRD#: 4504893
N168 W21931 Main Street, Jackson, WI 53037
93
Wealthminder
score

Derek Nowatzki (CRD# 4504893) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 14 years of experience in the finance industry.

4
Thomas J. Shanahan
CRD#: 1380187
N168 W21931 Main Street, Po Box 139, Jackson, WI 53037
93
Wealthminder
score

Thomas Shanahan (CRD# 1380187) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 31 years of experience in the finance industry.

5
Gary J. Palmer
CRD#: 355588
6709 Raymond Rd, Madison, WI 53719
83
Wealthminder
score

Gary Palmer (CRD# 355588) is an Investment Advisor Representative working at Haese Financial Group Inc. in Madison, WI and has over 33 years of experience in the finance industry.

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