KH
Kevin C. Hook
BRIDGEWEALTH ADVISORY GROUP
Fresno, CA 93711
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CRD#: 4439944
KH
Professional summary
Kevin Christopher Hook, CFP®, who also goes by Kevin C Hook, is a registered financial advisor currently at BRIDGEWEALTH ADVISORY GROUP, LLC located in Fresno, California and APW CAPITAL, INC. located in Fresno, California.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kevin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Kevin Hook is a Partner at Bridgewealth Advisory Group. He was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2006. An alumnus of California State University, Fresno in 2001, he holds a BS in Corporate Finance. Kevin is an active member of the Financial Planning Association (FPA) and has served on the local chapter board as well.
A lifelong sports fan, Kevin appreciates the values of teamwork & commitment he developed while playing baseball at both Fresno State University & Loyola Marymount University. After college, he was drafted by the Montreal Expos and played with the organization for 3 years prior to his career in finance. He currently resides in Fresno with his wife Anna, and three children Sarah, Ryan and Benjamin.
For investments that may possess a commission rather than a fee, Kevin uses APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211 If you would like to check the background of this investment professional, please click here: FINRA’s BrokerCheck
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Retirement Income Management
Social Security Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Asset Allocation
Investment Management
Mutual Funds
Getting Married
Retirement
Stocks & Bonds
Men's Finances
Are you a "fiduciary"?
Yes
Aliases
Kevin C Hook
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-Bridgewealth Advisory Group, LLC, Fresno, CA; Bus Type: RIA; Start Date: 7/1/2018; Duties: financial planning; Title: Partner; Time spent: 170 hrs/month 2 - Bridgewealth Investment Properties, Investment related:No, 986 W Alluvial Suite 101, Fresno, CA, 93711, Purchase of our office , Manager, 12/01/2021, .5, Manage office and tenants 3 - Life Insurance Services, Inc., Independent Life insurance broker and sales 4- Residential rental property , Investment related:No, 4915 Ciarra Kennedy Ln, Reno, NV, 89503, Residential rental property , Owner, 02/15/2023, Less then 2 hours a week, Owner 5- Residential rental property , Investment related:No, 1636 Lone Oak Trail, Reno, NV, 89523, Residential rental property , Owner, 06/01/2022, less than 2 hours a week, Owner
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Christopher Hook'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®
Start date: 2006
Experience
Current
July 5, 2018 - Present
BRIDGEWEALTH ADVISORY GROUP, LLC
Office #1: 986 West Alluvial Ave., Suite 101, Fresno, CA 93711RIA
CRD#: 293514
Fresno, CA
Current
May 4, 2011 - Present
APW CAPITAL, INC.
Office #1: 986 W. Alluvial Ave., Ste. 101, Fresno, CA, 93711BD
CRD#: 43814
Fresno, CA
Past
January 7, 2016 - December 31, 2018
RB CAPITAL MANAGEMENT, LLC
RIA
CRD#: 125678
Fresno, CA
Past
May 25, 2005 - December 31, 2015
RB CAPITAL MANAGEMENT, LLC
RIA
CRD#: 125678
FRESNO, CA
Past
October 11, 2004 - May 3, 2011
SLOAN SECURITIES CORP.
BD
CRD#: 17930
ENGLEWOOD CLIFFS, NJ
Past
September 12, 2003 - October 11, 2004
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
FRESNO, CA
Past
September 12, 2003 - October 11, 2004
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
TAMPA, FL
Past
December 4, 2001 - September 23, 2003
PIPER SANDLER & CO.
RIA
CRD#: 665
FRESNO, CA
Past
November 27, 2001 - September 23, 2003
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
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".
BA
BRIDGEWEALTH ADVISORY GROUP, LLC
BRIDGEWEALTH ADVISORY GROUP, LLC | IKON ADVISORY GROUP, LLC | IKON ADVISORY GROUP
CRD#: 293514 / SEC#: 801-112758
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)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.RR
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
RR
California(5/4/2011)
IAR
California(7/5/2018)
IAR
Texas(7/25/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BRIDGEWEALTH ADVISORY GROUP, LLC
BRIDGEWEALTH ADVISORY GROUP, LLC | IKON ADVISORY GROUP, LLC | IKON ADVISORY GROUP
CRD#: 293514 / SEC#: 801-112758
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
986 West Alluvial Ave. Suite 101, Fresno, CA 93711
Mailing Address
Phone number
(559) 432-6100
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,903 |
| AUM (Assets Under Management) | $ 740,120,367 |
Red Flags
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Company Information
BRIDGEWEALTH ADVISORY GROUP, LLC
CRD#: 293514Fresno, CA 93711TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
