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David Haahr

REAGAN COMPANIES ASSET MANAGEMENT, INC·MARCELLUS, New York
SIE, Series 7, Series 66Clean record10 years registeredREAGAN COMPANIES ASSET MANAGEMENT, INC
8 E MAIN STREET, MARCELLUS, NY 13108CRD# 4635464Firm CRD# 161648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Haahr · MARCELLUS, NY
Registration
CRD #4635464 · REAGAN COMPANIES ASSET MANAGEMENT, INC · 10 years registered
Brand Profile
Not yet started
01

Career History

REAGAN COMPANIES ASSET MANAGEMENT, INC
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 24, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REAGAN COMPANIES ASSET MANAGEMENT, INC
CRD 161648 · SEC 801-78452
AUM
$818M
Regulatory assets under management
Employees
7
691 client accounts
Services offered by REAGAN COMPANIES ASSET MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC →
Introduction

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05

Frequently Asked Questions

What services does David Haahr offer?
David Haahr specializes in Financial Planning, Investment Management. Contact their office in MARCELLUS, New York for a consultation.
What are David Haahr's credentials?
David Haahr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Haahr located?
David Haahr is based in MARCELLUS, New York, working with REAGAN COMPANIES ASSET MANAGEMENT, INC. Their office serves clients in the MARCELLUS metropolitan area and surrounding communities.
How does David Haahr charge for services?
David Haahr'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 REAGAN COMPANIES ASSET MANAGEMENT, INC?
REAGAN COMPANIES ASSET MANAGEMENT, INC has approximately 7 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REAGAN COMPANIES ASSET MANAGEMENT, INC

Richard Paul Reagan
MARCELLUS, NY

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