Lindsay Nicole Haas

Employer firm

Oakwell Private Wealth Management CRD 162096

$668M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2010 → 02/2025
  Hoffmann Financial Services
  New Braunfels, TX
• 07/2012 → 02/2025
  Ameritas Investment Company, Llc
  Lincoln, NE
• 03/2011 → 02/2025
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2014 → 02/2025
  May Kay Cosmetics
  New Braunfels, TX
• 12/2021 → 02/2025
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 02/2025 → Present
  Oakwell Private Wealth Management
  New Braunfels, TX

Previous Registrations

• 2021-12-02 → 2025-02-05
  Ameritas Advisory Services, Llc
  New Braunfels, TX

Other Businesses

The Rotary Club of New Braunfels, Non-investment related, P.O. Box 310587 New Braunfels, TX 78131 USA, Nonprofit service organization, I am Club President (July 1, 2024 - June 30, 2025), I have been a member since May 23, 2018. I devote about 18 hours per month to Rotary, 10 of those hours per month during trading hours. I am responsible for presiding over the weekly meetings, monthly board meetings, and overall operations of the club. I assist in preparing the budget, organizing, and overseeing the committees of the club, and fundraising. The Braunfels Foundation Trust is a non-investment related nonprofit organization that gives scholarships to people entering trade and technical education programs. The address is 325 S. Castell Ave, New Braunfels, TX 78130 USA. I have been a financial supporter and a committee member of the Tablescapes fundraiser since January of 2020. I devote an average of 24 hours per YEAR to this organization, 8 of those hours during trading hours. The Sophienburg Museum and Archives is a non-investment related nonprofit organization. The address is 401 W. Coll St. New Braunfels, TX 78130 USA. I am a current voting board member and have served since April of 2021. As a board member I assist in overseeing the operations of the organization. I devote an average of 4 hours per month to this role, non during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-30
• S63 Uniform Securities Agent State Law Examination
  2013-03-04

Other Names

• Lindsay Nicole Norman