Unclaimed Profile

Zandra Maria De Haai

40/86 ADVISORS, INC.·CARMEL, Indiana

Clean record8 years registered40/86 ADVISORS, INC.

11299 ILLINOIS STREET, CARMEL, IN 46032CRD# 6375703Firm CRD# 107740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zandra Maria De Haai · CARMEL, IN

Registration

CRD #6375703 · 40/86 ADVISORS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 40/86 ADVISORS, INC.

PLUM STREET ADVISORS, LLC

May 2018 – Oct 2018

Needham Heights, MA

Registrations & Exams

Registration record

First registered · May 14, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

40/86 ADVISORS, INC.

CRD 107740 · SEC 801-17857

AUM

$26.7B

Regulatory assets under management

Employees

15 client accounts

Services offered by 40/86 ADVISORS, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at 40/86 ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Zandra Maria De Haai offer?

Zandra Maria De Haai specializes in Retirement Planning, Wealth Management.

What are Zandra Maria De Haai's credentials?

Zandra Maria De Haai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zandra Maria De Haai located?

Zandra Maria De Haai is based in CARMEL, Indiana, last registered with 40/86 ADVISORS, INC..

How does Zandra Maria De Haai charge for services?

Zandra Maria De Haai's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 40/86 ADVISORS, INC.?

40/86 ADVISORS, INC. has approximately 78 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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