A complete list of active advisors currently associated with Haas Trade Advisors LLC

Warmer can help you find a great advisor at Haas Trade Advisors LLC or one who fits your needs even better.

The firm provides financial planning and consulting services to individual clients, producing written financial plans that cover budgeting, cash flow, risk management, asset allocation, college and retirement planning and related topics. Services are delivered primarily via video conferencing and an online client portal with scenario‑planning tools and a budgeting‑software subscription; the firm does not manage client assets or take custody of client funds. Its investment guidance emphasizes fundamental analysis, long‑term purchases and strategic asset allocation rather than market timing, and clients receive scheduled reviews and meetings to update plans and monitor progress. The firm offers high‑level guidance on employer retirement plan options but does not accept trading discretion, so clients implement recommendations and custodians deliver account statements and proxies. Compared with many independent peers, the firm uses a retainer‑style fee model tied to assets under advisement rather than charging percentage‑of‑AUM investment management fees, and it focuses exclusively on planning/consulting rather than ongoing portfolio management. It also coordinates with a related financial‑coaching business (including potential fee waivers for coaching participants) and provides a veteran discount, while the firm’s principal maintains non‑advisory employment and military service that are disclosed as outside business activities.

To learn more about the advisors currently working at Haas Trade Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nathan Haas	Davis Junction, IL	0

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