Roger
Haag

Lpl Financial LLC

CRD#1003116
Investment Advisor
in Muskegon, MI

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About this Advisor

Roger Haag is a certified financial planner whose office is in Muskegon, Michigan. Currently a registered investment advisor at Lpl Financial LLC, they have accrued a notable 32 years of professional experience as a registered advisor. Haag holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Haag can work with customers based out of Michigan. Their career trajectory has included roles at Fsc Securities Corporation, Haag Financial Advisors Inc, Next Financial Group, Inc, Harbour Investments, Inc, Investment & Retirement Consulting Group and Lpl Financial LLC. Lpl Financial LLC is based out of Muskegon, Michigan, and has 9,519 brick-and-mortar locations across the United States. As a registered advisory firm, Lpl Financial LLC manages $208 billion in assets throughout 892,326 client accounts and employs more than 23,035 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 28% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1076 E. Sternberg Rd
Muskegon, MI 49444

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MI Average: $646,059,043
Total Number of Employees

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Roger Haag Work History

Roger has 32 years of experience.

2020 - Present (1 year)

Lpl Financial LLC

1991 - Present (30 years)

Haag Financial Advisors Inc

1991 - Present (30 years)

Investment & Retirement Consulting Group

2017 - 2020 (3 years)

Harbour Investments, Inc

2013 - 2017 (4 years)

Next Financial Group, Inc

1988 - 2013 (25 years)

Fsc Securities Corporation

Disclosures

Roger Haag has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Fitch
Charlotte, NC
Brett Hudson
Sedalia, MO
Patrick Mccabe
Sioux Falls, SD
J George
Bedford, IN
Chad Lange
Alpharetta, GA
Floyd Pate
Lumberton, NC
Henry Tallardy
Rancho Cucamonga, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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