William
Haase
365 Wealth Management Group
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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365 Wealth Management Group Brokerage Details
$144,278,713
7
881
$163,767
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.*
Axecap Investments LLC
Wells Fargo Advisors Financial Network, LLC
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
Mason, OH
Cincinnati, OH
Mason, OH
Mason, OH
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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