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Peter H

CFP®, Series 65

Chicago, IL

Haag Financial Consulting

Peter Haag is a CFP® and holds a Series 65 license, with 20 years of experience in financial advising. He has been the principal of Haag Financial Consulting in Chicago, IL since 2007. Haag Financial Consulting provides financial planning and portfolio management services primarily for individual clients, managing approximately $10 million in client assets. The firm operates mainly on a non-discretionary basis, offering ongoing planning and investment guidance with a mix of fixed fees, hourly charges, and percentage-of-AUM billing.

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