AdvisorOS Directory
Claim Profile
Unclaimed Profile
DH

David Robert Haas

HAAS FINANCIAL, INC.·SANIBEL, Florida
SIE, Series 6, Series 7, Series 24, Series 63ChFCClean record15 years registeredHAAS FINANCIAL, INC.
1619 PERIWINKLE WAY, SANIBEL, FL 33957CRD# 2912526Firm CRD# 329490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Robert Haas · SANIBEL, FL
Registration
CRD #2912526 · HAAS FINANCIAL, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

HAAS FINANCIAL, INC.
Mar 2024 – present
COMMONWEALTH FINANCIAL NETWORK
Dec 2013 – Mar 2024
SANIBEL, FL
LPL FINANCIAL LLC
Nov 2010 – Dec 2013
VADNAIS HEIGHTS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · November 29, 2010
Years registered · 15
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HAAS FINANCIAL, INC.
CRD 329490 · SEC 801-129339
AUM
$75M
Regulatory assets under management
Employees
1
394 client accounts
Services offered by HAAS FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HAAS FINANCIAL, INC. →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANIBEL?

Browse all registered financial advisors in SANIBEL, Florida or claim this profile if it's yours.

Browse SANIBEL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Robert Haas offer?
David Robert Haas specializes in Financial Planning, Investment Management. Contact their office in SANIBEL, Florida for a consultation.
What are David Robert Haas's credentials?
David Robert Haas holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Robert Haas located?
David Robert Haas is based in SANIBEL, Florida, working with HAAS FINANCIAL, INC.. Their office serves clients in the SANIBEL metropolitan area and surrounding communities.
How does David Robert Haas charge for services?
David Robert Haas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAAS FINANCIAL, INC.?
HAAS FINANCIAL, INC. has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile