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Dallen Jared Haws

Investment adviser representative at Haws Financial Planning LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$105MFirm 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

11 years in the industry.

  1. Haws Financial Planning LLCJan 2019 to now
  2. Stronghold SteelAug 2017 to Dec 2019
  3. General DentalJun 2017 to Aug 2017
  4. The Church of Jesus Christ of Latter Day SaintsJun 2015 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Haws Financial Planning LLC

$105MAssets managed
90Clients
3Advisers
Under 1 yearIn 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
7036375
Firm CRD
299122
Advisor's SEC record (opens in a new tab)
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