TH
Troy B. Hanson
KDHH INVESTMENTS LLC
WEST BEND, WI 53095
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CRD#: 4450375
TH
Professional summary
Troy Brian Hanson is a registered financial advisor currently at KDHH INVESTMENTS LLC located in West Bend, Wisconsin.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Troy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Troy Brian Hanson'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®
NoneExperience
Current
January 25, 2001 - Present
KDHH INVESTMENTS LLC
Office #1: 627 Elm St, West Bend, WI 53095RIA
CRD#: 110358
WEST BEND, WI
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
Wisconsin(1/25/2001)
Exams
Current Firm
KI
KDHH INVESTMENTS LLC
KDHH INVESTMENTS LLC
CRD#: 110358 / SEC#:
Wisconsin
Registered Investment Advisory firm - (1/25/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
627 Elm Street, West Bend, WI 53095
Mailing Address
Phone number
(262) 334-1015
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 3,500,000 |
Red Flags
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