Gary Paul Haack
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$310.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- RBC Capital Markets, LLCJun 2020 to now
- U.S. BankJun 2019 to Jun 2020
- Business & Estate Advisers of Wi, LLCJun 2018 to Aug 2018
- Farm Bureau Financial ServicesJan 2018 to May 2018
- Drake UniversityAug 2017 to May 2019
- Rice Lake Weighing SystemsMay 2017 to Jan 2018
- Drake UniversityAug 2016 to May 2017
- Norske Nook Restaurant & BakeryMay 2016 to Jan 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 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
- 6977166
- Firm CRD
- 31194