Niva WealthLet’s talk

Sean Haas

Head of Research; Director at Cfi Partners

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Sean Haas is Head of Research; Director of Cfi Partners, LLC, a Chicago investment adviser.

Role at Cfi Partners

Title on Schedule A
Head of Research; Director
Control
Sean Haas is a control person of Cfi Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sean Haas has held the filed role since November 2005.

The firm

Cfi Partners, LLC
Chicago, IL

Form ADV filed 31 March 2026

$26.3B AUM6 clients23 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Sean Haas is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Sean Haas
CRD
2542276
Firm
Cfi Partners, LLC
Record basis
Form ADV officer listing
Firm bio
cfipartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Sean Haas is a founding principal of CFI Partners and Head of Research. Official firm biography

Education

  • He earned a B.S. in Finance from the University of Illinois Urbana-Champaign and an M.B.A. from the University of Chicago.Official firm biography

Common questions

Where does Sean Haas work?

Sean Haas has been Head of Research; Director of Cfi Partners, LLC since November 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Cfi Partners

Sources

  1. IAPD individual lookup, CRD 2542276. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Cfi Partners, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Cfi Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Sean Haas or Cfi Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.