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William Michael Haase

AXECAP INVESTMENTS, LLC·MASON, Ohio
SIE, Series 7, Series 66Clean record17 years registeredAXECAP INVESTMENTS, LLC
5770 GATEWAY BLVD, MASON, OH 45040CRD# 5601899Firm CRD# 314674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Michael Haase · MASON, OH
Registration
CRD #5601899 · AXECAP INVESTMENTS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

365 WEALTH MANAGEMENT GROUP
Jun 2026 – present
365 WEALTH MANAGEMENT GROUP
May 2024 – Dec 2025
MASON, OH
365 WEALTH MANAGEMENT GROUP
May 2021 – Dec 2023
MASON, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Nov 2015 – Jun 2021
CINCINNATI, OH
EDWARD JONES
Dec 2008 – Nov 2015
FAIRFIELD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 24, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AXECAP INVESTMENTS, LLC
CRD 314674 · SEC 801-126521
AUM
$150M
Regulatory assets under management
Employees
8
909 client accounts
Services offered by AXECAP INVESTMENTS, LLC
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 AXECAP INVESTMENTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does William Michael Haase offer?
William Michael Haase specializes in Financial Planning, Investment Management. Contact their office in MASON, Ohio for a consultation.
What are William Michael Haase's credentials?
William Michael Haase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Haase located?
William Michael Haase is based in MASON, Ohio, working with AXECAP INVESTMENTS, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does William Michael Haase charge for services?
William Michael Haase's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXECAP INVESTMENTS, LLC?
AXECAP INVESTMENTS, LLC has approximately 8 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Joseph Petraitis
MASON, OH

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