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  2. Benjamin Haas

Benjamin Haas

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Benjamin Haas
Wealth Manager

About Benjamin Haas

I started the Haas Financial Group, LLC in April 2013 after spending 8 years with Gerhart, Haas & Associates, a Financial Advisory practice of Ameriprise Financial.

I am responsible for the firm’s business development, personal financial consulting services and the client service model.

I am a CERTIFIED FINANCIAL PLANNING PROFESSIONAL and Chartered Retirement Planning Counselor registered/licensed to conduct business in CO, FL, IN, MA, NC, NJ, OH, PA, TX, VA, WV holding Series 7 with LPL Financial and Series 66 registrations with both LPL Financial and US Financial Advisors, as well as PA Life Accident & Health Insurance licenses.

My wife, Desiree, and I have three sons, Cayden, Gabriel and Lucas. When not at work, I am an active participant in my community and church. I enjoy home projects, music, rooting for my Philadelphia sports teams and spending as much time as I can with my family and friends.

Business Experience

2006 to 2013, Financial Advisor, Ameriprise Financial Services, Inc., Center Valley, PA

Qualifications, Designations and Degree

  • 2006, Bachelor of Science, Political Science, Franklin & Marshall College
  • Registered to conduct business in CO, FL, IN, MA, NC, NJ, OH, PA, TX, VA

Community Participation 

  • Optimist Club of Kutztown, Past-President
  • Zion’s Union Church of Maxatawny
  • Kutztown Area School District Education Foundation, President
  • Kutztown Community Partnership, Board Member
  • Franklin & Marshall College, Alumni

 

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  •   172 West Main Street, Kutztown, PA 19530
  •   484-648-4040
  •   info@haasfinancialgroup.com

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Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and Haas Financial Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CO, FL, IN, MA, NC, NJ, OH, PA, TX, VA, WV.

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