BH
BH

Bernard Haselhorst

25 Years of Experience
St Louis, MO
Broker

Bernard Haselhorst is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

9900 Clayton Road, St Louis, MO, 63124

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Bernard is a 50/50 member with his wife in HI-ROSE, LLC, a rental real estate business, and spends about 10-20% of his time on it. He is also the acting executor of his former brother-in-law's estate, dedicating about 10-20% of his time to this as well.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - September 2018 · 9 yrs 8 mos
UBS Financial Services INC.Broker
January 2009 - September 2018 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2000 - January 2009 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - January 2009 · 8 yrs 5 mos
State Registrations28 states
ALAZCACOFLGAILINKSKYMAMDMIMNMOMTNCNJNVNYOHOKORSCTNTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.