Chad Hayden Haas

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → Present
  Raymond James Financial Services, Inc
  Plymouth, MN

Other Businesses

(1)Name of Business: PFK Financial Services, Inc. Address: 3033 Campus Dr Ste W110, Plymouth, MN, 55441, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Clerical, client services

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-24
• S63 Uniform Securities Agent State Law Examination
  2001-11-09

Other Names

• Chad Hayden Dix