Unclaimed Profile

Gordon Christopher Haave

FINANCIAL & TAX ARCHITECTS, LLC·ST. LOUIS, Missouri

Series 65Clean record21 years registeredFINANCIAL & TAX ARCHITECTS, LLC

12412 POWERSCOURT DRIVE, ST. LOUIS, MO 63131CRD# 4919955Firm CRD# 119169

Profile Verification

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

Identity

Gordon Christopher Haave · ST. LOUIS, MO

Registration

CRD #4919955 · FINANCIAL & TAX ARCHITECTS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FINANCIAL & TAX ARCHITECTS, LLC

Nov 2016 – present

WILBANKS SECURITIES ADVISORY

Mar 2009 – Nov 2009

OKLAHOMA CITY, OK

GORDON C HAAVE ASSOCIATES, LLC

Jul 2007 – Sep 2008

OKLAHOMA CITY, OK

ASSET SERVICES CO LLC

May 2005 – Oct 2007

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 9, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL & TAX ARCHITECTS, LLC

CRD 119169 · SEC 801-114688

AUM

$410M

Regulatory assets under management

Employees

4,186 client accounts

Services offered by FINANCIAL & TAX ARCHITECTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL & TAX ARCHITECTS, LLC →

Introduction

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Frequently Asked Questions

What services does Gordon Christopher Haave offer?

Gordon Christopher Haave specializes in Financial Planning, Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Gordon Christopher Haave's credentials?

Gordon Christopher Haave is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gordon Christopher Haave located?

Gordon Christopher Haave is based in ST. LOUIS, Missouri, working with FINANCIAL & TAX ARCHITECTS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Gordon Christopher Haave charge for services?

Gordon Christopher Haave'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 FINANCIAL & TAX ARCHITECTS, LLC?

FINANCIAL & TAX ARCHITECTS, LLC has approximately 38 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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