William Davis Haas

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 05/2024 → 06/2026
  Great Plains Capital Partners, Llc
  Kansas City, MO
• 08/2020 → 05/2024
  University Of Kansas
  Lawrence, KS
• 08/2016 → 05/2020
  Blue Valley West High School
  Overland Park, KS
• 05/2023 → 08/2023
  Great Plains Capital, Llc
  Kansas City, MO
• 05/2023 → 08/2023
  Edward Jones
  Overland Park, KS
• 02/2022 → 08/2022
  Southern Glazer's
  Overland Park, KS
• 06/2021 → 07/2021
  Ups
  Edgerton, KS
• 05/2018 → 08/2020
  Overland Park Golf Association
  Overland Park, KS
• 07/2017 → 04/2018
  Yaya's Euro Bistro
  Overland Park, KS
• 08/2026 → Present
  Bank Of America, N.A.
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2026-08-31

Other Names

• Will Haas
• William Haas