Derek Nowatzki
Derek Nowatzki is a registered investment advisor at Haese Financial Group INC, based in Jackson, WI, with 23 years of industry experience. Derek 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
N168 W21931 Main Street, Jackson, WI, 53037
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
Derek works part-time, about 10-15 hours a week, for AMS Services, a tax and accounting services and independent insurance agency. He also works concurrently as an RIA representative for Haese Financial Group, Inc.
Employment History
Current Registrations
Haese Financial Group INC
Superior Financial Services,inc.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 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.