Brentt A. Hoover
BAMBOO WEALTH STRATEGIES
Mechanicsburg, PA
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CRD#: 4740664
Professional summary
Brentt Allen Hoover, CFP®, ChFC®, CLU®, who also goes by Brennt Hoover, is a registered financial advisor currently at BAMBOO WEALTH STRATEGIES located in Mechanicsburg, Pennsylvania.
Brentt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brentt has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.
Biography
rentt grew up in Pennsylvania and served in the United States Marine Corps from 1993-1997. After checking into Camp Pendleton on his first day in California, he headed to Tijuana as the designated driver for some fellow Marines. There he met Christy on her spring break trip. Three kids: Madeleine, Sam, and Max, and 27 years later, it’s still a classic love story. In order to be closer to aging parents, Brentt and his family relocated to central Pennsylvania in 2021. He makes regular trips back to San Diego for face-to-face meetings.
Brentt believes that every problem has a solution. Part of what he loves about financial planning is working with clients to help them find those
solutions. Brentt earned a degree in Business Administration with a focus in Financial Planning from San Diego State University and continued his professional development by acquiring CFP®, CASL®, CLU®, ChFC®, and RICP® designations. Brentt serves his community as a volunteer firefighter, a youth mountain bike coach, and as a Little League and high school baseball umpire. Outside of financial planning, Brentt enjoys camping with his family, running, cycling, and snow skiing.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Social Security Planning
Retirement Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Brennt Hoover
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) RENTAL REAL ESTATE - I COLLECT RENT AND PAY EXPENSES ASSOCIATED WITH THE PROPERTY. 2) Bamboo Insurance Services. Owner and Corporate Officer. Fixed Insurance sales. 4 hours per month. 3) California REAL ESTATE BROKER. 2 hrs per month. 4) DARTMOUTH GREEN HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; MECHANICSBURG, PA 17050; TREASURER; HANDLES INCOME AND EXPENSES FOR THE ASSOCIATION IN ADDITION TO PROVIDING ACCOUNTING REPORTS TO THE BOARD AND HOMEOWNER MEMBERS; SINCE 3/22; NO COMPENSATION FOR THIS ROLE; APPROXIMATELY 2 HOURS/MONTH DURING NON TRADING HOURS 5) Hampden Township Volunteer Fire Company - Not Investment Related - 295 South Sporting Hill Road, Mechanicsburg, PA. 17050 - Treasurer - Start Date: 01/03/2024 - 10 Hours Per Month - Maintain financial records. Receive all monies from the Financial Secretary and attest all orders drawn upon the treasury that may have been sanctioned by the company. 6) Hampden Township Sewer Authority and Stormwater Authority - Not Investment Related - 295 S. Sporting Hill Rd, , Mechanicsburg, PA. 17050 - Local government advisory. - Start Date: 5/29/2025 - 1 hour per month - Sewer and Stormwater Authority Member - The Hampden Township Sewer Authority meet monthly to discuss sewer plant expansion, sewer capital improvements and financing. The Stormwater Authority oversees the management of the Township's storm sewer system to ensure that all stormwater issues are addressed including operation, maintenance, planning, and compliance with applicable permit requirements.
CRS (Client Relationship Summary) - RIA
Click below to view Brentt Allen Hoover'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: 2003
Experience
Current
August 29, 2014 - Present
BAMBOO WEALTH STRATEGIES
RIA
CRD#: 170093
Mechanicsburg, PA
Past
January 5, 2004 - September 9, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN DIEGO, CA
Past
January 5, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
SAN DIEGO, CA
Past
January 5, 2004 - September 9, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SAN DIEGO, CA
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".
BW
BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SPECTRUM PLANNING & ADVISORY SERVICES | SPECTRUM CONSULTING GROUP INC. | MARTINSON, JEREMY S | BETTER PLANNING
CRD#: 170093 / SEC#: 801-119805
RIA
Registered Investment Advisory firm - (11/16/2020 Approved)California
Registered Investment Advisory firm - (12/18/2020 Terminated)Texas
Registered Investment Advisory firm - (11/18/2020 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
California(8/29/2014)
IAR
Pennsylvania(7/7/2021)
IAR
Texas(3/24/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BW
BAMBOO WEALTH STRATEGIES
BAMBOO WEALTH STRATEGIES | SPECTRUM PLANNING & ADVISORY SERVICES INC. | SPECTRUM PLANNING & ADVISORY SERVICES | SPECTRUM CONSULTING GROUP INC. | MARTINSON, JEREMY S | BETTER PLANNING
CRD#: 170093 / SEC#: 801-119805
RIA
Registered Investment Advisory firm - (11/16/2020 Approved)California
Registered Investment Advisory firm - (12/18/2020 Terminated)Texas
Registered Investment Advisory firm - (11/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Camino Del Rio North Suite 1000, San Diego, CA 92108
Mailing Address
Phone number
(619) 289-9670
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 728 |
| AUM (Assets Under Management) | $ 184,244,140 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
