Thomas Aaron Haggard
Investment adviser representative at Abri LLC
11 yearsExperience
1 stateRegistered in
$114.4MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tailor Made CompoundingJan 2026 to now
- Abri LLCJan 2025 to now
- UnemployedMay 2025 to Aug 2025
- Spectrum Financial AllianceAug 2023 to Apr 2025
- Ecampus.comJan 2022 to Sep 2023
- Tailor Made CompoundingMay 2020 to May 2021
- University of KentuckyAug 2019 to Apr 2024
- UnemployedJan 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Abri LLC
$114.4MAssets managed
271Clients
7Advisers
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
- 8208828
- Firm CRD
- 314832