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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terra Wealth Management, Llc | Tempe | AZ | 10/2022 | 08/2025 |
| Smartrent, Inc. | Scottsdale | AZ | 04/2019 | 05/2023 |
| Invitation Homes | Scottsdale | AZ | 01/2013 | 04/2019 |
| Boss Advisors Plc | Mesa | AZ | 02/2024 | 11/2025 |
| Oasis Advisors, Llc | Gilbert | AZ | 05/2025 | 01/2026 |
| Haga Kommer Ltd. | Scottsdale | AZ | 01/2026 | Present |
| Haga Kommer, Llc | Mesa | AZ | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
| Haga Kommer Wealth Management | Scottsdale | AZ | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: HAGA KOMMER, LLC INVESTMENT RELATED: YES ADDRESS: 4824 E BASELINE RD SUITE 112 MESA, AZ NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: FRACTIONAL CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I PROVIDE CFO ADVISORY SERVICES TO SMALL BUSINESS CLIENTS; 2. NAME OF OTHER BUSINESS: HAGA KOMMER LTD INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: CFO ADVISORY SERVICES APX NUMBER OF HOURS PER WEEK: 38 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: HAGA KOMMER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: WEALTH MANAGEMENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: LEAD THE CFO ADVISORY SERVICES TEAM. WE PROVIDE FRACTIONAL CFO SERVICES TO SMALL BUSINESS CLIENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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