Patrick Haase
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals.
He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present.
Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
FIdelity Investments
2021 - Present (5 years)
Black Stag Brewery
2020 - 2021 (1 year)
Full Time Student
2019 - 2021 (2 years)
General Nutrition Center
2019 - 2020 (1 year)
Kansas Army National Guard
2018 - Present (8 years)
Costco
2018 - 2019 (1 year)
Full Time Student
2018 - 2019 (1 year)
United States Army
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Monty C
CFP®, Series 66
Paola, KS
Edward Jones
Jacob H
Series 63, Series 66
Louisburg, KS
Edward Jones
Craig H
Series 63, Series 66
Louisburg, KS
Edward Jones
Jennifer H
Series 66
Spring Hill, KS
Edward Jones
Brenda T
Series 66
Louisburg, KS
Fidelity
Brenda Tollett is a Financial Consultant at Fidelity Investments, where she has been serving since 2020. She focuses on delivering personalized financial strategies that align with the unique goals of each client, aiming to help individuals and their families achieve financial confidence and security. Brenda's professional background includes roles as a Relationship Manager at Fidelity Investments from 2017 to 2020, an Investment Consultant at Scottrade between 2016 and 2017, and a Financial Advisor at Edward Jones from 2012 to 2016. Her experience spans various aspects of financial planning and client relationship management. Outside of her professional work, Brenda enjoys cooking and baking, gardening, horseback riding, reading, traveling, and spending time in parenthood.
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