David J. Haas

My company is an independent Registered Investment Advisor and I do not work with a broker dealer. If I manage your portfolio, it is in an account at a 3rd party custodian. I work with SEI and Betterment as custodians but can work with other companies. I also work with non-commissioned variable annuities.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.