# Haese Financial Group Inc

> Haese Financial Group Inc is a state-registered investment advisory firm in Jackson, WI, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated February 2, 2026.

- CRD: 108980
- Filed as: HAESE FINANCIAL GROUP INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jackson, WI
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/108980
- AdvisorCensus page: https://advisorcensus.com/firm/haese-financial-group-inc-jackson-wi-108980

## Quick answers

**How is Haese Financial Group Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Haese Financial Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Haese Financial Group Inc located?**
Haese Financial Group Inc's principal office is in Jackson, WI, according to its Form ADV.

**Is Haese Financial Group Inc registered with the SEC or a state?**
Haese Financial Group Inc is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 108980.

**Does Haese Financial Group Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108980

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haese Financial Group Inc (CRD 108980): Form ADV filing data as of October 2026.