Kevin Hocker (CRD# 6299270) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Lakewood, CO and has over 9 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center, IA | Sep 2021 - Current | 2 |
| Federal Benefits Group | Golden, CO | Jun 2008 - Current | 15 |
| Sound Income Strategies LLC | Fort Lauderdale, FL | May 2021 - Jul 2021 | < 1 |
| Secure Investment Managment, LLC | Tucson, AZ | Jun 2016 - May 2021 | 4 |
| J.d. Mellberg Financial, LLC | Tucson, AZ | May 2016 - May 2021 | 5 |
| Cabot Lodge Securities LLC | 44 Wall Street, NY | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- CO
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts1,742ACCOUNTS
-
Average Account Value$82,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.