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Bryan Charles Haft

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana
Clean recordWEALTH ADVISORY SOLUTIONS, LLC
23 E. CEDAR ST., ZIONSVILLE, IN 46077CRD# 2313491Firm CRD# 288903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Charles Haft · ZIONSVILLE, IN
Registration
CRD #2313491 · WEALTH ADVISORY SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryan Charles Haft is a registered financial advisor based in ZIONSVILLE, Indiana, affiliated with WEALTH ADVISORY SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH ADVISORY SOLUTIONS, LLC
WEALTH ADVISORY SOLUTIONS, LLC
AUM
$535M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WEALTH ADVISORY SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2313491
Firm CRD# 288903
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Charles Haft offer?
Bryan Charles Haft specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZIONSVILLE, Indiana for a consultation.
What are Bryan Charles Haft's credentials?
Bryan Charles Haft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Charles Haft located?
Bryan Charles Haft is based in ZIONSVILLE, Indiana, working with WEALTH ADVISORY SOLUTIONS, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.
How does Bryan Charles Haft charge for services?
Bryan Charles Haft's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ADVISORY SOLUTIONS, LLC?
WEALTH ADVISORY SOLUTIONS, LLC has approximately 19 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH ADVISORY SOLUTIONS, LLC

Kimberly Jo Custer
ZIONSVILLE, IN
Steven Paul Kyburz
ZIONSVILLE, IN
Tyler Ray Needler
ZIONSVILLE, IN

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Nearby cities in Indiana
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City Guides
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Research
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