HAAS FINANCIAL, INC.
CRD #329490 SEC #801-129339 SANIBEL, FL (651) 328-8070
SEC Registered
Total AUM
$75.2M
Discretionary
$75.2M
Employees
3
Clients
0
Accounts
394
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 2, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| HAAS, DAVID, ROBERT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 2, 2024 REGISTERED
Notice Filings (4)
AZ FL MN TX
Address
1619 PERIWINKLE WAYSUITE 102
SANIBEL, FL 33957
United States
Phone: (651) 328-8070