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Jennifer Michelle Hipkiss

Jennifer M. Hipkiss

FIDUCIAONE
Pewaukee, WI 53072
Some features on this profile are disabled
CRD#: 4067352
Jennifer Michelle Hipkiss

Professional summary

Jennifer Michelle Hipkiss, CFP®, who also goes by Jennifer M Hipkiss, Jennifer Michelle Hipkiss, Jennifer Lamantia, Jennifer Lamantia, Jennifer Hipkiss, is a registered financial advisor currently at FIDUCIAONE located in Pewaukee, Wisconsin.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jennifer has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer M Hipkiss | Jennifer Michelle Hipkiss | Jennifer Lamantia | Jennifer Lamantia | Jennifer Hipkiss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Enrolled Agent Tax Advisor 2) Agent to life and Medicare supplement insurance companies - receive commission for products sold 3) Jennifer Michelle Hipkiss is a Volunteer Board of Director for Adeline Montessori School; Investment related: No; Location: 995 S Sawyer Rd Oconomowoc WI 53066 USA; Description of the business: Adeline Montessori School is a non-stock, non-profit corporation governed by a volunteer Board of Directors. The Board is comprised of dedicated staff, parents, and community members who are focused on the success of the students and the school as a whole; Responsibilities Duties: As a governing board, the directors' responsibilities are: to ensure students are learning, to ensure fiscal responsibility, to support school leadership, to ensure the school is following all applicable laws, to oversee Special Education due process and services, and maintain understanding and implementation of the school's mission; Start date with business: 2024-08-20; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Emily Rodriguez; Website address for the organization: https://adelinemontessori.com/board-of-directors/.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Michelle Hipkiss's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

September 20, 2023 - Present

FIDUCIAONE

Office #1: N27 W23953 Paul Rd. Suite 105, Pewaukee, WI 53072
RIA
CRD#: 327737
Pewaukee, WI
Past

August 6, 2019 - September 20, 2023

HARBOUR INVESTMENTS, INC.

RIA
CRD#: 19258
Waukesha, WI
Past

August 5, 2019 - September 20, 2023

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
Waukesha, WI
Past

July 5, 2019 - July 18, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
OCONOMOWOC, WI
Past

July 5, 2019 - July 18, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
OCONOMOWOC, WI
Past

February 24, 2017 - March 29, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
New Berlin, WI
Past

February 23, 2017 - March 29, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
New Berlin, WI
Past

May 2, 2014 - March 6, 2015

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Milwaukee, WI
Past

February 18, 2014 - March 6, 2015

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Milwaukee, WI
Past

July 31, 2000 - February 23, 2001

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

February 3, 2000 - March 31, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/25/2023)
IAR
Wisconsin
(9/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/11/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/2/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FI
FIDUCIAONE
FIDUCIAONE | FIDUCIAONE LLC

CRD#: 327737 / SEC#:

California
Registered Investment Advisory firm - (9/25/2023 Approved)
Wisconsin
Registered Investment Advisory firm - (9/20/2023 Approved)
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Contact information

Main Address
N27 W23953 Paul Rd., Suite 105, Pewaukee, WI 53072
Mailing Address
Phone number
(262) 465-6877
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts135
AUM (Assets Under Management)$ 24,784,779

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDUCIAONE

CRD#: 327737Pewaukee, WI 53072

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