Haese Financial Group Inc.

Haese Financial Group Inc. (CRD# 108980) is a financial advisory firm headquartered in Jackson, WI. They manage $26,000,000 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
N168 W21931 Main Street, Jackson, WI 53037
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $371,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, IL, WI

Financial Advisors at Haese Financial Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Julia Anderson, financial advisor Jackson WI
Julia F. Anderson
CRD#: 1193947
N168 W21931 Main Street, Jackson, WI 53037

Julia Anderson (CRD# 1193947) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 32 years of experience in the finance industry.

2
William Haese, financial advisor Jackson WI
William R. Haese
CRD#: 1549272
N168 W21931 Main Street, Jackson, WI 53037

William Haese (CRD# 1549272) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 37 years of experience in the finance industry.

3
Derek Nowatzki, financial advisor Jackson WI
Derek J. Nowatzki
CRD#: 4504893
N168 W21931 Main Street, Jackson, WI 53037

Derek Nowatzki (CRD# 4504893) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 22 years of experience in the finance industry.

4
Gary Palmer, financial advisor Oregon WI
Gary J. Palmer
CRD#: 355588
Oregon, WI

Gary Palmer (CRD# 355588) is an Investment Advisor Representative working at Haese Financial Group Inc. in Oregon, WI and has over 40 years of experience in the finance industry.

5
Thomas Shanahan, financial advisor Jackson WI
Thomas J. Shanahan
CRD#: 1380187
N168 W21931 Main Street, Po Box 139, Jackson, WI 53037

Thomas Shanahan (CRD# 1380187) is an Investment Advisor Representative working at Haese Financial Group Inc. in Jackson, WI and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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