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Shane Haag

Co Owner, Co-Founder, Investment Advisor, Member, and Chief Compliance Officer

Advisor.Investments

United States, Louisiana, Baton Rouge

About Me

Mr. Shane Haag is a Co-Founder and serves as Investment Advisor, Member, and Chief Compliance Officer at Advisor. Investments. Prior to moving to Louisiana in 1997, Shane worked for Securities America. Shane oversees Marketing and Compliance, in addition to working with clients' retirement-related matters. Currently, he maintains the Series 65 Investment Advisor examination. He is presently a Member, Chief Compliance Officer, and Investment Adviser Representative of the Registrant. He graduated from the University of Nebraska at Lincoln in 1992, where he earned his Bachelor of Science degree in Business Administration.

Profile Information

Co Owner, Co-Founder, Investment Advisor, Member, and Chief Compliance Officer

Advisor.Investments

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Baton Rouge

Louisiana

United States

Oct 5, 2024

Work Experience

Advisor.Investments

Co Owner
Dec 2005
Email: shane@advisor.investments

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