HAISMAN WEALTH MANAGEMENT, INC.
CRD #108640 SEC #801-55611 FORT MYERS, FL 239-939-3235
SEC Registered
Total AUM
$33.7M
Discretionary
$33.7M
Employees
1
Clients
1
Accounts
208
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 20, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACKSON, CATHERINE, M | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF RESEARCH | NA | Control |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOCK, LAURA, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAISMAN, DONALD, LEO | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
| HAISMAN, DONALD, LEO | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 20, 2012 REGISTERED
Notice Filings (1)
FL
Address
6830 PORTO FINO CIRCLESUITE ONE
FORT MYERS, FL 33912
United States
Phone: 239-939-3235