Timothy Joseph Haas
Investment adviser representative at Prosperity Capital Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Prosperity Capital AdvisorsMar 2023 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsMar 2023 to now
- The Haas Agency, Inc. dba Haas InsuranceMar 2011 to now
- Waypoint Financial Planning, Inc. (D.B.A. for Advisory Business)Mar 2011 to now
- Lifepro Asset Management, LLCJun 2019 to Mar 2023
- Integrated Wealth Concepts LLCApr 2018 to Jul 2019
- LPL Financial LLCApr 2017 to Jun 2019
- National Planning CorporationFeb 2017 to Feb 2017
- Equity Services, Inc.Apr 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
Prosperity Capital Advisors
Legal name: C2p Capital Advisory Group, LLC
$4.4BAssets managed
7,548Clients
103Advisers
15 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
- 4810370
- Firm CRD
- 156480