Clayton J. Dehaas

RW INVESTMENT MANAGEMENT LLC

Eagle, ID 83616

Some features on this profile are disabled

CRD#: 7606272

Professional summary

Clayton J Dehaas, who also goes by Clayton James Dehaas, is a registered financial advisor currently at RW INVESTMENT MANAGEMENT LLC located in Eagle, Idaho.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Clayton has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clayton James Dehaas

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. FAMILY TREE FINANCIAL POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/10/2024 ADDRESS: 379 E Shore Dr, Suite 110, Eagle ID 83616, United States DESCRIPTION: Support Advisors in the branch office.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton J Dehaas's CRS (Customer Relationship Summary).

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 27, 2025 - Present

RW INVESTMENT MANAGEMENT LLC

Office #1: 1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

RIA

CRD#: 282707

Eagle, ID

Past

June 13, 2024 - July 22, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOISE, ID

Past

June 13, 2024 - July 22, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOISE, ID

Past

October 23, 2023 - April 17, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

EAGLE, ID

Past

October 23, 2023 - April 17, 2024

OSAIC WEALTH, INC.

CRD#: 23131

EAGLE, ID

Past

April 3, 2023 - July 12, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Boise, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 Approved)

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

Idaho
(8/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/23/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 4/3/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2022

Securities Industry Essentials Examination

Current Firm

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 Approved)

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

1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

Mailing Address

Phone number

(208) 333-1433

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,344
AUM (Assets Under Management)	$ 1,470,660,219

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.

Similar Advisors

Burke Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Chris Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clayton J. Dehaas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton J Dehaas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

RW INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2023

Series 63

Date: 9/5/2023

Series 6TO

Date: 10/23/2023

Series 7TO

Date: 4/3/2023

SIE

Date: 10/24/2022

Current Firm

RW INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors