Gordon
Haave

Financial & Tax Architects, LLC

CRD#4919955
Investment Advisor
in Saint Louis, MO

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About this Advisor

Gordon Haave is a chartered financial analyst working in Saint Louis, Missouri with 7 years of relevant experience. Haave is currently employed by Financial & Tax Architects, LLC. Their career trajectory has included roles at Financial And Tax Architects, Inc, Agora Trust LTD, Raydar International, Gordon Haave, Universal Fusion LTD, Universal Fusion Capital LLC, Coinrush LTD and International Recovery Management. Haave holds a Series 65 license, certifying them as an investment advisor representative, and can work in Arizona, California, Florida, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, New Jersey, Ohio, Oklahoma, Pennsylvania and Tennessee. Financial & Tax Architects, LLC is a registered investment company headquartered in Saint Louis, MO. The investment advisory business has offices in six locations and a total of 26 employees. It manages $317 million in assets among its 3,059 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 3,059 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Financial & Tax Architects, LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Financial & Tax Architects, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12412 Powerscourt Drive Suite 25
Saint Louis, MO 63131

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Financial & Tax Architects, LLC Brokerage Details

Total Assets Under Management

$317,160,000

MO Average: $11,469,110,461
Total Number of Employees

26

MO Average: 458
Total Number of Accounts

3,059

MO Average: 33,415
Average Account Size

$103,681

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Gordon Haave Work History

Gordon has been registered as a financial advisor for 7 years.*

2018 - Present (6 years)

Coinrush LTD

2017 - Present (7 years)

Universal Fusion LTD

2017 - Present (7 years)

Universal Fusion Capital LLC

2017 - Present (7 years)

International Recovery Management

2016 - Present (8 years)

Financial And Tax Architects, Inc

2013 - Present (11 years)

Agora Trust LTD

2013 - 2013 (< 1 year)

Gordon Haave

2011 - 2013 (2 years)

Raydar International

*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 Gordon Haave to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial & Tax Architects, LLC

Erion Kafazi
Saint Louis, MO
Alan Johnson
Upper Marlboro, MD
Jason Smitka
Overland Park, KS
Gordon Haave
Saint Louis, MO
Scott Peterson
Saint Louis, MO
Mark Kukielski
Saint Louis, MO
William Smith
Saint Louis, MO
Alan Schmidt
Edina, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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