Steven Louis Haag

Current Employers

Employment History

• 06/2003 → Present
  World Financial Group, Inc.
  Nashville, TN
• 12/2008 → Present
  American Funding Center
  Riverside, CA
• 08/2009 → 10/2021
  Crusberg Decker Insurance Services, Inc
  Pasadena, CA
• 04/2011 → 01/2021
  Health Quote 123, Inc
  Chino Hills, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Nashville, TN
• 10/2012 → 01/2021
  Healthant Insurance Services
  Corona, CA
• 04/2014 → Present
  Alliance Financial Solutions, Inc.
  Corona, CA
• 12/2019 → 03/2022
  Debtamerica
  Santa Ana, CA
• 08/2020 → 11/2020
  United Financial Freedom
  Draper, UT
• 05/2021 → 10/2023
  Legal Name Is 541 Software Llc, Dba Life Exec.
  Bend, OR
• 03/2022 → 02/2026
  Colonial Life & Accident Insurance Company
  Columbia, SC
• 03/2022 → 02/2026
  Cornerstone Benefits Consulting Group, Inc.
  Tacoma, WA
• 11/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 02/2026 → Present
  Student Optimum Services
  Mission Hills, CA

Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." American Funding Center/1208-Present/ Investment Related: No/ 5225 Canyon Crest Dr # 352, Riverside, CA 92507/Associate - loan officer /Loans , refinancing / hrs work monthly: 5% / Sec trading hrs: 5 % / Loans ALLIANCE FINANCIAL SOLUTIONS, INC. POSITION: PRESIDENT NATURE: S-Corp Passthrough INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 540 West Main Street, Suite #215, Gallatin TN 37066, United States DESCRIPTION: This OBA is a pass-through entity for accounting purposes for my WFG/TFA/TAN business. INHERITGUARD, LLC POSITION: Not Applicable NATURE: Providing bundled professional services with an emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/25/2024 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communication, follow up with clients, provide education on estate planning issues, and schedule appointments. STUDENT OPTIMUM SERVICES POSITION: Referring Agent NATURE: College Loan Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 15455 San Fernando Mission Blvd, Ste 409, Mission Hills CA 91345, United States DESCRIPTION: I will only be referring clients that need help with paying and managing college loans - only applies to Federal School Loans. Student Optimum Services was established in 2010 out of Los Angeles California with 1 purpose, to assists students in financial hardship who have been overcharged by federal loan servicers enroll and take advantage of student loan forgiveness programs offered by the U.S. Department of Education.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31
• S63 Uniform Securities Agent State Law Examination
  1998-12-04