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David Karl Haase

GWN Securities Inc.

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About David Karl Haase

David Karl Haase is a financial professional with over 20 years of experience in the industry. David is currently registered with GWN Securities Inc. in Florida, Georgia, New Jersey, Pennsylvania, South Carolina, and Virginia. David also holds Series 6, 7, 63, and 65 licenses as well as the SIE. David is a Certified Financial Planner™ professional who specializes in financial planning, market timing services, and selection of other advisors. David has a strong track record of providing exceptional client service and helping individuals achieve their financial goals.

Firm Information

David Haase is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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David Haase’s Registration & Firm History

FL

01/04/2017 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

NJ

01/08/2003 - 01/13/2017

LEGEND EQUITIES CORPORATION (HILLSBOROUGH NJ)

NJ

09/24/1997 - 01/14/2003

CITISTREET EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

IA

Issued 05/31/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Karl Haase. Review regulatory record here.
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