TH
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Timothy Haas
44 Years of Experience
Brooklyn Park, MN
3 DisclosuresBroker
Timothy Haas is a registered investment advisor at Wells Fargo Advisors, based in Brooklyn Park, MN, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
8460 Zane Ave N, Brooklyn Park, MN, 55443
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2000Settled
Customer Dispute
March 2000Settled
Customer Dispute
August 1999Settled
Employment History
Current Registrations
Wells Fargo Advisors
March 2017 - Present · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2010 - April 2017 · 6 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
November 2010 - April 2017 · 6 yrs 5 mos
UBS Financial Services INC.
March 2007 - November 2010 · 3 yrs 8 mos
UBS Financial Services INC.Broker
August 2006 - November 2010 · 4 yrs 3 mos
Piper Jaffray & CO.Broker
January 2000 - August 2006 · 6 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
May 1993 - September 2001 · 8 yrs 4 mos
Princor Financial Services CorporationBroker
November 1991 - May 1993 · 1 yr 6 mos
Kingland Capital CorporationBroker
July 1990 - April 1991 · 9 mos
Nml Equity Services, INC.Broker
September 1989 - January 1990 · 4 mos
Robert W. Baird & CO. IncorporatedBroker
September 1989 - January 1990 · 4 mos
Isfa CorporationBroker
December 1987 - June 1989 · 1 yr 6 mos
Offerman & CO., INC.Broker
July 1984 - January 1987 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
September 1979 - August 1984 · 4 yrs 11 mos
Ids Marketing CorporationBroker
September 1979 - August 1984 · 4 yrs 11 mos
Ids/american Express INC.Broker
September 1979 - August 1984 · 4 yrs 11 mos
State Registrations12 states
AZCOFLKSMNNMOHORSCSDTXWI
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.