Steven Louis Haag
Investment adviser representative at Transamerica Financial Advisors, LLC
23 yearsExperience
6 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Steven Louis Haag? 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.
- Portfolio management
Experience
23 years in the industry.
- Student Optimum ServicesFeb 2026 to now
- Inheritguard, LLCNov 2024 to now
- Alliance Financial Solutions, Inc.Apr 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- American Funding CenterDec 2008 to now
- World Financial Group, Inc.Jun 2003 to now
- Colonial Life & Accident Insurance CompanyMar 2022 to Feb 2026
- Cornerstone Benefits Consulting Group, Inc.Mar 2022 to Feb 2026
- Legal Name Is 541 Software LLC, dba Life Exec.May 2021 to Oct 2023
- United Financial FreedomAug 2020 to Nov 2020
- DebtamericaDec 2019 to Mar 2022
- Healthant Insurance ServicesOct 2012 to Jan 2021
- Health Quote 123, IncApr 2011 to Jan 2021
- Crusberg Decker Insurance Services, IncAug 2009 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 6 states (CA, DC, NC, NJ, TN, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 3120913
- Firm CRD
- 16164