Andrew D. Hunt
HILEY HUNT WEALTH MANAGEMENT
Omaha, NE 68114
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CRD#: 5657526
Professional summary
Andrew David Hunt, CFP® is a registered financial advisor currently at HILEY HUNT WEALTH MANAGEMENT, INC. located in Omaha, Nebraska.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 2 firms and has passed the Series 65 exam.
Biography
I am a Partner at Hiley Hunt Wealth Management, a fee-only registered investment advisor based in Omaha, Nebraska. Previously, I served in leadership at a Nebraska based, Federally Chartered Credit Union and served as the President of a Wealth Management firm which I founded.
My passion is for teaching and consulting with clients on a range of complex financial planning topics including asset allocation, investment management, estate and trust planning, planned giving, risk management, and tax strategy. I frequently lead workshops throughout the community on investing, well-being, and behavioral finance (the intersection between investor behavior and investment performance).
I earned a bachelor's degree in accounting and a master's degree in business administration from the University of Nebraska at Omaha. I also received a Certificate in Financial Planning from Boston University and I am a CERTIFIED FINANCIAL PLANNERTM. In 2012, I was honored by the Midlands Business Journal to be included as a member of the 40 under 40 award winners.
My wife Liz and I live in Omaha. We are active in the community through the Omaha Venture Group, Omaha Street School, and Lifegate Church.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Tax Planning
Inheritance
Comprehensive Financial Planni...
Retirement Income Management
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
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.
DayCloud Studios, LLC., 12956 Hamilton Street Omaha, NE 68154, Marketing Agency, Director, start date 11/2012, non securities related, 5 to 8 hours per month, providing strategic direction to the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Hunt'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: 2011
Experience
Current
March 18, 2015 - Present
HILEY HUNT WEALTH MANAGEMENT, INC.
Office #1: 9850 Nicholas Street Suite 315, Omaha, NE 68114RIA
CRD#: 164942
Omaha, NE
Past
June 5, 2009 - March 16, 2015
GUIDE ROCK CAPITAL MANAGEMENT, INC.
RIA
CRD#: 149820
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(3/18/2015)
IAR
Texas(5/10/2022)
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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