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AH

Ann M. Hynek

HESTIA WEALTH & WELLNESS
DENVER, CO
Some features on this profile are disabled
CRD#: 5798728
AH

Professional summary

Ann Marie Hynek is a registered financial advisor currently at HESTIA WEALTH & WELLNESS LLC located in Denver, Colorado.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ann has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Marie Hynek'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®
None

Experience

Current

January 26, 2026 - Present

HESTIA WEALTH & WELLNESS LLC

RIA
CRD#: 339677
DENVER, CO
Past

August 10, 2023 - July 19, 2024

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

March 25, 2019 - May 31, 2023

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

October 5, 2016 - March 1, 2019

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

May 14, 2014 - September 1, 2016

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

October 25, 2010 - November 28, 2011

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO

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
Colorado
(1/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/14/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/22/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/4/2020
General Securities Principal Examination

Current Firm

HW
HESTIA WEALTH & WELLNESS LLC
HESTIA WEALTH & WELLNESS LLC

CRD#: 339677 / SEC#:

Colorado
Registered Investment Advisory firm - (1/26/2026 Approved)
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Contact information

Main Address
Denver, CO
Mailing Address
225 S Broadway #9950 Smb#87309, Denver, CO 80209
Phone number
(720) 791-2243
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

HESTIA WEALTH & WELLNESS LLC

CRD#: 339677Denver, CO

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