Matthew J. Hoenes

K&H WEALTH PARTNERS

NORTHBROOK, IL 60062

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CRD#: 5369472

Professional summary

Matthew Jarett Hoenes, CFP® is a registered financial advisor currently at K&H WEALTH PARTNERS located in Northbrook, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

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.

KARCHMAR INSURANCE AND LEGACY PLANNING, INC. dba KARCHMAR GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 850 START DATE: 01/21/2022 ADDRESS: 666 Dundee Rd, Suite 1901, Northbrook IL 60062, United States DESCRIPTION: Comprehensive financial planning services, investment management and insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jarett Hoenes'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^®

Certified Financial Planner

Start date: 2010

Experience

Current

May 22, 2024 - Present

K&H WEALTH PARTNERS

Office #1: 666 Dundee Road, Suite 1901, Northbrook, IL 60062

RIA

CRD#: 3978

CHICAGO, IL

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

Illinois
(5/22/2024)

IAR

Missouri
(9/19/2024)

IAR

Texas
(5/22/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/16/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2008

General Securities Representative Examination

Current Firm

K&H WEALTH PARTNERS

K&H WEALTH PARTNERS | K&H WEALTH PARTNERS INC.

CRD#: 329828 / SEC#:

Illinois

Registered Investment Advisory firm - (5/22/2024 Approved)

Missouri

Registered Investment Advisory firm - (9/19/2024 Approved)

Texas

Registered Investment Advisory firm - (2/8/2024 Conditional Restricted)

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Contact information

Main Address

666 Dundee Road, Suite 1901, Northbrook, IL 60062

Mailing Address

Phone number

(224) 235-4307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 55,611,193

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.

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Firm Stability Insights

Matthew J. Hoenes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jarett Hoenes's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

OSAIC FA, INC.

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2008

Current Firm

K&H WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

K&H WEALTH PARTNERS

TRUST BUT VERIFY

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