Gary Charles Haack
Investment adviser representative at Compass Financial Management LLC
31 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 yearsFirm in business
Are you Gary Charles Haack? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Compass Financial Management LLCFeb 2026 to now
- Creativeone Wealth, LLC Formerly Change Path LLCNov 2017 to now
- Texas Retirement StrategiesSep 1995 to now
- Corecap Investments IncJun 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2796834
- Firm CRD
- 156345