DH
Daniel J. Haar
LIVE OAK WEALTH MANAGEMENT
COVINGTON, LA 70433
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CRD#: 6385338
DH
Professional summary
Daniel Joseph Haar IV, who also goes by Daniel J Haar, Daniel Joseph Haar, Danny Haar, is a registered financial advisor currently at LIVE OAK WEALTH MANAGEMENT, LLC located in Covington, Louisiana.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel J Haar | Daniel Joseph Haar | Danny Haar
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.
1. Live Oak Wealth Management. Investment Related. 7020 Hwy 190 West, Suite A, Covington, LA 70433. Advisory. IAR. Start 2/2020. 20 hours per month during trading. Financial advisor managing fee based advisory business, asset management related. 2) Lyft, Non investment related. 3284 Highway 59 Mandeville, LA 70471. Taxi Driver. Start 10/2014. 1hr/mo, none during trading hours. Taxi people. 3) Volleyball Louisiana, LLC. Non-Investment related. 10128 Lucy Court, New Orleans, LA 70123. Club Volley Ball Tournament. Assistant Tournament Director. 1/2010 4hrs/mo, 0 hours during trading hours. Managing Volleyball Tournament. 4) Northlake Christian School. Non-investment related. 70104 Wolverine Drive, Covington, LA 70433. Coaching Soccer, Coach. Start 8/2015. 4hrs/mo, 0hrs during trading hours. Coaching soccer. 5) Game Point. Non-Investment related. 10128 Lucy Court, New Orleans, LA 70123. Club Volley Ball Tournament. Assistant Tournament Director. 1/2010 4hrs/mo, 0 hours during trading hours. Managing Volleyball Tournament. 6) Fixed Insurance. Non-investment related. 7020 Hwy 190 West, Suite A, Covington, LA 70433. Selling insurance products, agent. Start 2/2020. 20hrs/mo, 4hrs during trading hours. Sales agent of insurance products. 7) Match Point Volleyball LLC. Not Investment Related. Located at 3284 Highway 59, Mandeville, LA 70471. Nature - Volleyball Tournaments. Position - Owner. Start - 06/22/2021. 3 hours per month, not during trading hours. Duties - event organizer and event manager. 8) Eaglebrook Advisors ; Bitcoin Investment; Investment related: Yes; 1111 Brickell Ave., Floor 10 Miami FL 33131 USA; Duties: Investment Advisor Representative ; 2021-11-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Haar IV'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®
NoneExperience
Current
February 3, 2020 - Present
LIVE OAK WEALTH MANAGEMENT, LLC
Office #1: 7020 Hwy 190 Suite A, Covington, LA 70433RIA
CRD#: 306225
COVINGTON, LA
Past
February 28, 2020 - October 29, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Covington, LA
Past
July 18, 2017 - February 3, 2020
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
Covington, LA
Past
March 12, 2015 - February 3, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
COVINGTON, LA
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
Louisiana(2/3/2020)
IAR
Mississippi(5/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LO
LIVE OAK WEALTH MANAGEMENT, LLC
LIVE OAK WEALTH MANAGEMENT, LLC
CRD#: 306225 / SEC#:
Louisiana
Registered Investment Advisory firm - (11/26/2019 Approved)Mississippi
Registered Investment Advisory firm - (4/5/2021 Approved)Texas
Registered Investment Advisory firm - (10/28/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7020 Hwy 190 Suite A, Covington, LA 70433
Mailing Address
Phone number
(985) 624-8916
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 41,564,029 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIVE OAK WEALTH MANAGEMENT, LLC
CRD#: 306225Covington, LA 70433TRUST BUT VERIFY
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