Keith Haas
Keith Haas is a registered investment advisor at LPL Financial LLC, based in Whitefish, MT, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6410 Highway 93 South, Whitefish, MT, 59937
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is a co-owner of Haas & Associates Inc, a business entity for tax/investment purposes, dedicating nearly full-time hours. He is also a co-owner of Haas and Haas, LLC, a real estate rental business, and an agent for S B Group Inc selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Royal Alliance Associates, INC.Broker
Investment Centers of America, INC.Broker
Integrated Resources Equity CorporationBroker
Painewebber IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.