Unclaimed
Christopher Hass is a financial advisor registered with LPL Financial LLC. Christopher is a registered representative with Series 7, Series 6, Series 63 and Series 66 licenses, and has been in the industry since 1996. Christopher has provided financial advice to clients since 2004, and specializes in investment planning, retirement planning, and portfolio management. Christopher is also a licensed real estate agent, and provides financial advice to both individuals and businesses. Christopher is a member of the Louisville Money Makers investment club, and is committed to providing his clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
09/06/2024 - Present
LPL Financial LLC (LOUISVILLE KY)
MO
07/19/1999 - 05/10/2004
EDWARD JONES (ST. LOUIS MO)
WI
01/20/1998 - 06/09/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/12/1996 - 06/09/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 07/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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