Daniel Joseph Haar

Employer firm

Live Oak Wealth Management, LLC CRD 306225

$57.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ESTATE PLANNING - TRUST & CORPORATE DESIGN

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

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

Current Employers

Employment History

• 03/2015 → 02/2020
  Securities America Inc
  Covington, LA
• 07/2017 → 02/2020
  Securities America Advisors, Inc.
  Covington, LA
• 02/2020 → Present
  Live Oak Wealth Management, Llc
  Covington, LA
• 02/2020 → 10/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2014 → Present
  Live Oak Financial Group, Llc
  Covington, LA

Previous Registrations

• 2017-07-18 → 2020-02-03
  Securities America Advisors, Inc.
  Covington, LA

Other Businesses

1. Live Oak Wealth Management. Investment Related. 7020 Hwy 190 West, Suite A, Covington, LA 70433. Advisory. IAR. Start 2/2020. 20 hours per month during trading. Financial advisor managing fee based advisory business, asset management related. 2) Lyft, Non investment related. 3284 Highway 59 Mandeville, LA 70471. Taxi Driver. Start 10/2014. 1hr/mo, none during trading hours. Taxi people. 3) Volleyball Louisiana, LLC. Non-Investment related. 10128 Lucy Court, New Orleans, LA 70123. Club Volley Ball Tournament. Assistant Tournament Director. 1/2010 4hrs/mo, 0 hours during trading hours. Managing Volleyball Tournament. 4) Northlake Christian School. Non-investment related. 70104 Wolverine Drive, Covington, LA 70433. Coaching Soccer, Coach. Start 8/2015. 4hrs/mo, 0hrs during trading hours. Coaching soccer. 5) Game Point. Non-Investment related. 10128 Lucy Court, New Orleans, LA 70123. Club Volley Ball Tournament. Assistant Tournament Director. 1/2010 4hrs/mo, 0 hours during trading hours. Managing Volleyball Tournament. 6) Fixed Insurance. Non-investment related. 7020 Hwy 190 West, Suite A, Covington, LA 70433. Selling insurance products, agent. Start 2/2020. 20hrs/mo, 4hrs during trading hours. Sales agent of insurance products. 7) Match Point Volleyball LLC. Not Investment Related. Located at 3284 Highway 59, Mandeville, LA 70471. Nature - Volleyball Tournaments. Position - Owner. Start - 06/22/2021. 3 hours per month, not during trading hours. Duties - event organizer and event manager. 8) Eaglebrook Advisors ; Bitcoin Investment; Investment related: Yes; 1111 Brickell Ave., Floor 10 Miami FL 33131 USA; Duties: Investment Advisor Representative ; 2021-11-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2;

Exams

• S66 Uniform Combined State Law Examination
  2015-06-29

Other Names

• Daniel J Haar
• Daniel Joseph Haar
• Danny Haar
• Daniel Joseph Haar