linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Thomas Haas

Pegasus Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Thomas Haas

Matthew Thomas Haas is a financial advisor at Pegasus Partners. Matthew is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2011. Matthew's primary registration is with the state of Wisconsin as an Investment Advisor Representative. Matthew has been registered with Pegasus Partners since 2015 and previously worked with Balasa Dinverno Foltz LLC. Matthew has experience working with individuals, corporations, trusts, and charitable organizations.

Firm Information

Matthew Haas is currently registered with Pegasus Partners. Pegasus Partners is an investment advisor based in Mequon, WI, with $3,085,009,209 in regulatory assets under management. They offer advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base consists primarily of high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. The firm has 9 investment advisor representatives.
Pegasus Partners

1333 W. TOWNE SQUARE ROAD

MEQUON, WI 53092

$3.09B

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Haas’s Registration & Firm History

WI

06/10/2015 - Present

Pegasus Partners (MEQUON WI)

Not sure if Matthew Thomas Haas is right for you?

Licenses & Designations

IA

Issued 09/10/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Haas.
Not sure if Matthew Thomas Haas is right for you?