Luke Desmond Hass
Investment adviser representative at Concentric
12 yearsExperience
1 stateRegistered in
$13.9BFirm assets
4 yearsFirm in business
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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
12 years in the industry.
- ConcentricJan 2024 to now
- Canterbury ConsultingJan 2023 to Dec 2023
- California Pizza KitchenOct 2022 to Dec 2022
- Lennar CorporationJun 2022 to Aug 2022
- California State University Long BeachAug 2021 to Jul 2023
- In-n-out BurgerJun 2019 to May 2022
- Arnold O. Beckman High SchoolAug 2017 to May 2021
- Irvine Valley CollegeAug 2017 to May 2021
- Ilead Charter SchoolFeb 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Concentric
Legal name: Advisor Partners Ii, LLC
$13.9BAssets managed
5,371Clients
11Advisers
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
- 7968105
- Firm CRD
- 321633