Patrick Haase

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 08/2021 → Present
  Fidelity Investments
  Overland Park, KS
• 10/2018 → Present
  Kansas Army National Guard
  Lawrence, KS
• 08/2020 → 05/2021
  Black Stag Brewery
  Lawrence, KS
• 07/2019 → 03/2020
  General Nutrition Center
  Olathe, KS
• 09/2018 → 10/2019
  Costco
  Lenexa, KS
• 06/2015 → 10/2018
  United States Army
  Fort Bragg, NC
• 08/2018 → 05/2019
  Full Time Student
  Overland Park, KS
• 08/2019 → 05/2021
  Full Time Student
  Lawrence, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2022-03-07

Other Names

• Patrick Dylan Haase