Chad Haas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3033 Campus Drive, Suite W110, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chad works as an associate/employee at PFK Financial Services, Inc. performing clerical and client services. This takes about half of Chad's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2020 - Present · 6 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Aig Financial Advisors, INC.Broker
October 2005 - November 2007 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
November 2001 - October 2005 · 3 yrs 11 mos
State Registrations4 states
FLMDMNMO
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.