William
Haase

365 Wealth Management Group

CRD#5601899
Investment Advisor
in Mason, OH

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About this Advisor

William Haase is a financial advisor operating in Mason, Ohio with 2 years of industry experience. Haase is on the advisory team at 365 Wealth Management Group. Their career trajectory has included roles at Edward Jones, Wells Fargo Advisors Financial Network, LLC and Axecap Investments LLC. Haase has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. 365 Wealth Management Group is a financial advisory business that has its headquarters in Mason, OH. It has a total of seven people on staff. It controls $144 million in assets across its 881 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 881 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. 365 Wealth Management Group offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by 365 Wealth Management Group can include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

5770 Gateway Blvd Suite 102
Mason, OH 45040

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365 Wealth Management Group Brokerage Details

Total Assets Under Management

$144,278,713

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

881

OH Average: 1,972
Average Account Size

$163,767

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

William Haase Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Axecap Investments LLC

2015 - Present (9 years)

Wells Fargo Advisors Financial Network, LLC

2008 - 2015 (7 years)

Edward Jones

*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 William Haase 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 365 Wealth Management Group

Jason Pinson
Mason, OH
Elliott Johnson
Cincinnati, OH
Luann Becker
Mason, OH
William Haase
Mason, OH
William Haase
Mason, OH

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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