Eric J. Kiblen

HRC WEALTH MANAGEMENT

Moscow, ID 83843

Some features on this profile are disabled

CRD#: 4125488

Professional summary

Eric Joseph Kiblen, who also goes by Eric J Kiblen, is a registered financial advisor currently at HRC WEALTH MANAGEMENT, LLC located in Moscow, Idaho and PURSHE KAPLAN STERLING INVESTMENTS located in Moscow, Idaho.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Eric has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric J Kiblen

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Kiblen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 27, 2018 - Present

HRC WEALTH MANAGEMENT, LLC

Office #1: 315 S. Almon, Moscow, ID 83843

RIA

CRD#: 117212

Moscow, ID

Current

August 5, 2015 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 315 S. Almon Street, Moscow, ID 83843

CRD#: 35747

Moscow, ID

Past

May 10, 2010 - August 15, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

MOSCOW, ID

Past

May 1, 2009 - August 15, 2015

LPL FINANCIAL LLC

CRD#: 6413

MOSCOW, ID

Past

January 16, 2001 - May 5, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

PULLMAN, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HRC WEALTH MANAGEMENT, LLC

HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS

CRD#: 117212 / SEC#: 801-106855

RIA

Registered Investment Advisory firm - (11/2/2015 Approved)

Idaho

Registered Investment Advisory firm - (4/18/2016 Terminated)

Washington

Registered Investment Advisory firm - (5/18/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Idaho
(8/5/2015)

IAR

Idaho
(2/27/2018)

Washington
(8/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/7/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/15/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/12/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

HRC WEALTH MANAGEMENT, LLC

HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS

CRD#: 117212 / SEC#: 801-106855

RIA

Registered Investment Advisory firm - (11/2/2015 Approved)

Idaho

Registered Investment Advisory firm - (4/18/2016 Terminated)

Washington

Registered Investment Advisory firm - (5/18/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

315 S. Almon, Moscow, ID 83843

Mailing Address

Phone number

(208) 882-5547

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE ADV 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,771
AUM (Assets Under Management)	$ 404,943,247

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.

Similar Advisors

Brent Ross

LPL FINANCIAL LLC

IAR

Gig Harbor, WA

Karen Jones

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Richmond, VA

Melissa Grass

FREEDOM FINANCIAL ADVISORS, LLC

IAR

South Charleston, WV

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric J. Kiblen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Kiblen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HRC WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2010

Series 63

Date: 3/15/2002

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2006

Series 6

Date: 1/12/2001

FINRA

Current Firm

HRC WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HRC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors