Joseph Robert Haas
Investment adviser representative at Blue Ridge Wealth Planners
10 yearsExperience
1 stateRegistered in
CFADesignation
$361.7MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Blue Ridge Wealth PlannersJul 2025 to now
- UnemployedDec 2023 to Jul 2025
- Alliance BernsteinMar 2021 to Nov 2023
- American Century InvestmentsJun 2016 to Mar 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Blue Ridge Wealth Planners
Legal name: Retirement Financial Solutions, LLC
$361.7MAssets managed
798Clients
15Advisers
4 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
- 6652522
- Firm CRD
- 285347