Harry William Haase

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/1981 → Present
  H. William Haase, Cpa
  Vienaa, VA
• 07/2003 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2002-10-17 → 2003-07-23
  Trusted Securities Advisors Corp.
  Vienna, VA

Other Businesses

1) INDEPENDENT INSURANCE AGENT, 9802 DAYS FARM DR VIENNA VA, 10/2002 FOR VARIOUS INDEPENDNET INSURANCE COMPANIES, INV REL, 5 HR/MO - 3/TRADING. 2) H WILLIAM HAASE, 9802 DAYS FARM DRIVE VIENNA VA, 01/1981, OWNER, ACCOUNTING & TAX PREP SERVICES, INV REL, 40 HR/WK 8/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 7/2023, AS ADVISORY REP OF A RIA, INV REL, 160 HR/WK 120/TRADING. 4) HAASE & HOUND, 9802 DAYS FARM DRIVE VIENNA VA 22182, 01/2022, CONSULTING, ACCOUNTING FIRM, NIR, 5 HR/MONTH 5 HR/MONTH TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-08
• S63 Uniform Securities Agent State Law Examination
  2001-12-03

Other Names

• H. William Haase
• Bill Haase