AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WH

William R. Haas

HAAS CAPITAL MANAGEMENT LLC
Fort Collins, CO 80526
Some features on this profile are disabled
CRD#: 5893951
WH

Professional summary

William Robert Haas is a registered financial advisor currently at HAAS CAPITAL MANAGEMENT LLC located in Fort Collins, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SOLE PROPRIETERSHIPS - NO SEPERATE NAME. #1 TREE FARMING (ONCE KNOWN AS SPRING CREEK TREE FARM LLC), 1994 KINNISON DR, FC 80526, SINCE 2000, 20 HOURS/MONTH, NOT MORE THAN 50% DURING TRADING HOURS. #2 CONSULTING, 1994 KINNISON DR, FC 80526, SINCE 2007, 5 HOURS/MONTH, NOT MORE THAN 70% DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Haas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 9, 2011 - Present

HAAS CAPITAL MANAGEMENT LLC

Office #1: 1994 Kinnison Drive, Fort Collins, CO 80526
RIA
CRD#: 156707
Fort Collins, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(8/9/2011)
IAR
Texas
(3/1/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2011
Uniform Investment Adviser Law Examination

Current Firm

HC
HAAS CAPITAL MANAGEMENT LLC
HAAS CAPITAL MANAGEMENT LLC

CRD#: 156707 / SEC#:

Colorado
Registered Investment Advisory firm - (7/1/2011 Approved)
Texas
Registered Investment Advisory firm - (3/1/2012 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1994 Kinnison Drive, Fort Collins, CO 80526
Mailing Address
Phone number
(970) 402-9236
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 9,679,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HAAS CAPITAL MANAGEMENT LLC

CRD#: 156707Fort Collins, CO 80526

TRUST BUT VERIFY

Monitor William Haas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lorenzo Lucas
Lorenzo LucasAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
La Jolla, CA
Eric Brian Smith JR.
Eric SmithAdvisorCheck Check Mark
J. W. COLE ADVISORS, INC.
IAR
RR
JACKSONVILLE, FL
RJ
Robert JohnsonAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
MUSKEGON, MI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.