Nelson
Haka
Fisher Investments
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About this Advisor
Nelson Haka is a financial advisor based in Libertyville, Illinois with 1 year of relevant experience. Haka is an employee of Fisher Investments. Their career trajectory has included roles at The Chicago Tribune, Paychex Inc, Raymond James and Fisher Investments. Haka holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois and Texas. Fisher Investments is a business that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 advisors. It has $192 billion in assets among its 269,289 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 269,289 accounts, 46% belong to high-net-worth clients who have more than $1 million in investable assets. Fisher Investments offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Fisher Investments can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Nelson Haka Work History
Nelson has been registered as a financial advisor for 1 years.*
Fisher Investments
Raymond James
Paychex Inc
The Chicago Tribune
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nelson Haka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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