Doug K. Eidd

HUB INVESTMENT PARTNERS

Tulsa, OK 74136

CRD#: 5381946

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Professional summary

Doug Kalleen Eidd 3rd, CFP®, who also goes by Doug Kalleen Eidd III, Doug Kalleen Eidd, Doug Kalleen Fidd, Doug Fidd, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Tulsa, Oklahoma.

Doug is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Doug has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Kalleen Eidd Iii | Doug Kalleen Eidd | Doug Kalleen Fidd | Doug Fidd

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Kalleen Eidd 3rd's CRS (Customer Relationship Summary).

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: 2019

Experience

Current

May 26, 2026 - Present

HUB INVESTMENT PARTNERS, LLC

Office #1: 6100 S Yale Ave, #1900, Tulsa, OK 74136

RIA

CRD#: 307956

Tulsa, OK

Past

January 15, 2016 - April 20, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Frisco, TX

Past

January 13, 2016 - April 20, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

Frisco, TX

Past

March 18, 2014 - December 21, 2015

SCOTTRADE, INC.

CRD#: 8206

OKLAHOMA CITY, OK

Past

April 3, 2009 - March 11, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

April 3, 2009 - March 11, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

October 4, 2007 - March 11, 2014

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

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".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 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.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/26/2026)

IAR

Oklahoma
(5/26/2026)

IAR

Texas
(5/26/2026)

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: 3/31/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/12/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/2008

General Securities Principal Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (1/23/2026)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Doug K. Eidd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Kalleen Eidd 3rd's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

SCOTTRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2009

Series 63

Date: 10/12/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2007

Series 24

Date: 9/15/2008

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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