Gary Palmer
Gary Palmer is a registered investment advisor at Haese Financial Group INC, based in Oregon, WI, with 54 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Haese Financial Group offers investment management services where they help clients define their investment goals and then manage their investments accordingly. They monitor the portfolio and meet with clients as needed. The annual fee for investment management is a percentage of the assets they manage, and it's negotiable.
- Under $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.50% to 1.50% per year
Location
Oregon, WI
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Gary is an independent insurance agent, dedicating minimal time to this activity. He also owns and farms his mother's farm, along with other parcels, spending about 10% of his time on this endeavor.
Employment History
Current Registrations
Haese Financial Group INC
Superior Financial Services,inc.Broker
Previous Registrations
Girard Securities, INC.
Girard Securities, INC.Broker
Spelman & CO., INC.Broker
First Affiliated Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
Loewi & CO., IncorporatedBroker
State Registrations10 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.