Nathan Haag is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bad Axe, MI, with 6 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

1 East Huron Avenue, Bad Axe, MI, 48413

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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.

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Other Business Activities

Nathan coaches 7th grade girls basketball for Cass City Public Schools, dedicating about 10-20% of his time. He is also an independent contractor for Fieldstone Wealth Management and the owner of Haag Capital Management LLC, spending about 10-20% of his time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
State Registrations21 states
AZCAFLGAIAILINKYMDMIMOMTNCNENVNYOHSCUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nathan Haag - Financial Advisor | TrueAdvisor