Unclaimed Profile

Matthew David Haab

VEROS PARTNERS, INC.·INDIANAPOLIS, Indiana

Series 6526 years registeredVEROS PARTNERS, INC.

5935 SOUTH EMERSON AVE., INDIANAPOLIS, IN 46237CRD# 4581391Firm CRD# 122299

Profile Verification

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

Identity

Matthew David Haab · INDIANAPOLIS, IN

Registration

CRD #4581391 · VEROS PARTNERS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VEROS PARTNERS, INC.

VEROS PARTNERS, INC.

Aug 2000 – Dec 2015

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 15, 2000

Years registered · 26

Disclosure History

2016Regulatory·Final

2015Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

VEROS PARTNERS, INC.

CRD 122299 · SEC 801-66979

AUM

$168M

Regulatory assets under management

Employees

3,308 client accounts

Services offered by VEROS PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VEROS PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew David Haab offer?

Matthew David Haab specializes in Financial Planning, Investment Management.

What are Matthew David Haab's credentials?

Matthew David Haab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew David Haab located?

Matthew David Haab is based in INDIANAPOLIS, Indiana, last registered with VEROS PARTNERS, INC..

How does Matthew David Haab charge for services?

Matthew David Haab's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VEROS PARTNERS, INC.?

VEROS PARTNERS, INC. has approximately 3 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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