Gordon Christopher Haave

CFA

Financial & Tax Architects, LLC

13 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Financial & Tax Architects, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,061 clients

Average Client Portfolio

$418K average

Assets Under Management

$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131

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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.

Other Business ActivitiesSells Insurance

Gordon is the managing director of Agora Trust LTD. and has indirect ownership in several companies including FTA Holdings Group, LLC, AdvisorMax, LLC, BHFM, Media, LLC, FTA Insurance Services, LLC, and RIA Compliance Services, LLC. Gordon is also a licensed insurance agent in Missouri.

Employment History

Current Registrations

Financial & Tax Architects, LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Wilbanks Securities Advisory

March 2009 - November 2009 · 8 mos

Gordon C Haave Associates, LLC

July 2007 - September 2008 · 1 yr 2 mos

Asset Services CO LLC

May 2005 - October 2007 · 2 yrs 5 mos

State Registrations14 states

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Advisor

Exams

No exam information available for this advisor.