Gary Haack has been an investment adviser representative at Compass Financial Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Gary Haack’s longest registration was 8 years at Creativeone Wealth, LLC (2017–2026). Before joining Compass Financial Management in 2026, Gary Haack was registered through Creativeone Wealth, LLC and Corecap Advisors.
- – present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 156345
- Creativeone Wealth, LLC– · 8 yearsSan Antonio, TX · Adviser representative · Firm CRD 281213
- Corecap Advisors– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 158819
- FSC Securities Corporation– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 7461
- Alamo Asset Advisors– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 140166
- Next Financial Group, Inc.– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 46214
- LPL Financial Corporation– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 6413
- Jefferson Pilot Securities Corp– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 3870
- Citistreet Financial Services LLC– · under a yearIrving, TX · Adviser representative · Firm CRD 107311
- Securities America Advisors, Inc.– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 110518
- Lincoln Financial Advisors Corporation– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Gary Haack is registered as an investment adviser representative in Texas, since February 2026.
- TexasSince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 September 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Charles Haack
- CRD
- 2796834
- Firm
- Compass Financial Management · CRD 156345
- Office
- 1100 NW Loop 410 Suite 700, San Antonio, TX 78213
- Registration
- Investment adviser registration
- In the industry since
- October 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Haack work?
Gary Haack is an investment adviser representative registered through Compass Financial Management LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gary Haack a financial advisor?
Yes. Gary Haack has a current investment-adviser registration in Texas, through Compass Financial Management since February 2026.
How many years of experience does Gary Haack have?
Gary Haack has 30 years in the financial industry, since October 1996, across 11 adviser firms.
What exams has Gary Haack passed?
Gary Haack has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in September 1996. FINRA credited Gary Haack with the SIE, which began in October 2018.
Where did Gary Haack work before Compass Financial Management?
Before Compass Financial Management, Gary Haack was registered through Creativeone Wealth, LLC, November 2017 to February 2026; Corecap Advisors, June 2016 to December 2017; FSC Securities Corporation, August 2013 to June 2016; Alamo Asset Advisors, September 2009 to August 2013; Next Financial Group, Inc., June 2008 to July 2009; LPL Financial Corporation, November 2006 to June 2008; Jefferson Pilot Securities Corp, July 2005 to November 2006; Citistreet Financial Services LLC, December 2004 to August 2005; Securities America Advisors, Inc., November 2004 to January 2005; Lincoln Financial Advisors Corporation, November 2003 to October 2004.
Where is Gary Haack based?
Gary Haack’s registered office is in San Antonio, TX.
Is Gary Haack registered with FINRA?
No. Gary Haack has no current broker registration.
How can I verify Gary Haack’s record?
Search CRD 2796834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Haack’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
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