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Shane Joseph Haag

DIVERSIFIED INVESTMENT STRATEGIES, LLC·BATON ROUGE, Louisiana
Clean recordDIVERSIFIED INVESTMENT STRATEGIES, LLC
4870 BLUEBONNET BLVD., BATON ROUGE, LA 70809CRD# 2363899Firm CRD# 142202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Joseph Haag · BATON ROUGE, LA
Registration
CRD #2363899 · DIVERSIFIED INVESTMENT STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shane Joseph Haag is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with DIVERSIFIED INVESTMENT STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DIVERSIFIED INVESTMENT STRATEGIES, LLC
ADVISOR.INVESTMENTS
AUM
$186M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DIVERSIFIED INVESTMENT STRATEGIES, LLC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Commissions
Performance-based fees
Other: FEES FOR TAX PREPARATION
Regulatory
SEC/IARD CRD# 2363899
Firm CRD# 142202
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shane Joseph Haag offer?
Shane Joseph Haag specializes in Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Shane Joseph Haag's credentials?
Shane Joseph Haag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Joseph Haag located?
Shane Joseph Haag is based in BATON ROUGE, Louisiana, working with DIVERSIFIED INVESTMENT STRATEGIES, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Shane Joseph Haag charge for services?
Shane Joseph Haag's firm is compensated through percentage of aum, commissions, performance-based fees, other: fees for tax preparation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED INVESTMENT STRATEGIES, LLC?
DIVERSIFIED INVESTMENT STRATEGIES, LLC has approximately 5 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DIVERSIFIED INVESTMENT STRATEGIES, LLC

James Lee Pope
BATON ROUGE, LA

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Research
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