BH
BH

Brenda Haas

13 Years of Experience
BrokerSells Insurance

Brenda Haas is a registered investment advisor at Mm Ascend Life Investor Services, LLC, based in Cincinnati, OH, with 13 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities.

Compensation
N/A
Firm Size
15 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

191 Rosa Parks, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brenda manages BHaasPhotos.com, an online photo print shop, dedicating minimal time to it. She also works full-time as a Product Suitability Analyst for MassMutual Ascend Life Insurance Company's Annuity Operations division.

Employment History
Current Registrations
Mm Ascend Life Investor Services, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Mm Ascend Life Investor Services, LLC
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2022 - January 2023 · 7 mos
UBS Financial Services INC.
June 2022 - January 2023 · 7 mos
Kestra Advisory Services, LLC
August 2019 - July 2020 · 11 mos
Kestra Investment Services, LLCBroker
August 2019 - July 2020 · 11 mos
Morgan Stanley
June 2014 - June 2019 · 5 yrs
Morgan StanleyBroker
March 2014 - June 2019 · 5 yrs 3 mos
Touchstone Securities, INC.Broker
June 2011 - September 2012 · 1 yr 3 mos
W&s Brokerage Services, INC.Broker
February 2009 - May 2011 · 2 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.