Jason D. Hiley
HILEY HUNT WEALTH MANAGEMENT
Omaha, NE 68114
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CRD#: 4557060
Professional summary
Jason Dean Hiley, CFP® is a registered financial advisor currently at HILEY HUNT WEALTH MANAGEMENT, INC. located in Omaha, Nebraska.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 3 firms and has passed the Series 65 exam.
Biography
Jason Hiley is Partner and Co-Founder of Hiley Hunt Wealth Management, a fee-only registered investment advisor.
After graduating from the University of Iowa with a BBA in accounting and management information systems, Jason worked as a consultant for Fortune 500 companies, helping them improve their people, processes, and technology. He then spent time working for a large mutual fund company, learning the particulars of the industry. During this time, Jason discovered his passion: Fee-Only financial planning.
As an active member of the financial planning community, Jason has spoken nationally about his work with Women in Transition. His financial planning success has been cited in numerous national publications. Jason passed the Uniform CPA exam in the state of Iowa; he is a practicing Certified Financial Planner™ professional; and is a member of the preeminent organization for Fee-Only financial planners in the country, the National Association of Personal Financial Advisors (NAPFA).
Jason lives in Omaha with his wife, Susie, and their children, Carter and Elena. He enjoys giving back to the community and is active in the Omaha Venture Group and Omaha Morning Rotary Club. If not working or spending time with his family, Jason can be found trying to improve his golf game or cheering on his beloved Iowa Hawkeyes.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Divorce Planning
Retirement Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
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 Jason Dean Hiley'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: 2007
Experience
Current
August 15, 2012 - Present
HILEY HUNT WEALTH MANAGEMENT, INC.
Office #1: 9850 Nicholas Street Suite 315, Omaha, NE 68114RIA
CRD#: 164942
Omaha, NE
Past
January 11, 2006 - August 6, 2012
KARSTENS INVESTMENT COUNSEL, INC.
RIA
CRD#: 117977
OMAHA, NE
Past
September 10, 2004 - January 10, 2006
WESTWOOD WEALTH MANAGEMENT
RIA
CRD#: 132162
OMAHA, NE
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".
HILEY HUNT WEALTH MANAGEMENT, INC.
HILEY HUNT WEALTH MANAGEMENT | HILEY WEALTH MANAGEMENT, INC. | HILEY WEALTH MANAGEMENT | HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942 / SEC#: 801-117814
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Illinois
Registered Investment Advisory firm - (12/20/2019 Terminated)Iowa
Registered Investment Advisory firm - (12/23/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/20/2019 Terminated)Nebraska
Registered Investment Advisory firm - (12/20/2019 Terminated)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
Nebraska(8/15/2012)
Current Firm
HILEY HUNT WEALTH MANAGEMENT, INC.
HILEY HUNT WEALTH MANAGEMENT | HILEY WEALTH MANAGEMENT, INC. | HILEY WEALTH MANAGEMENT | HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942 / SEC#: 801-117814
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Illinois
Registered Investment Advisory firm - (12/20/2019 Terminated)Iowa
Registered Investment Advisory firm - (12/23/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/20/2019 Terminated)Nebraska
Registered Investment Advisory firm - (12/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9850 Nicholas Street Suite 315, Omaha, NE 68114
Mailing Address
Phone number
(402) 504-9347
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 945 |
| AUM (Assets Under Management) | $ 241,659,040 |
Red Flags
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Company Information
HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942Omaha, NE 68114TRUST BUT VERIFY
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