Alex M. Hilbert

LIFE STORY WEALTH PLANNING

SCOTTSDALE, AZ 85251

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CRD#: 5993000

Professional summary

Alex Michael Hilbert, who also goes by Alex Hilbert, is a registered financial advisor currently at LIFE STORY WEALTH PLANNING located in Scottsdale, Arizona.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alex has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Hilbert

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Michael Hilbert'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

November 18, 2024 - Present

LIFE STORY WEALTH PLANNING

Office #1: 6991 East Camelback Rd., Suite D-300, Scottsdale, AZ 85251

RIA

CRD#: 332717

SCOTTSDALE, AZ

Past

September 21, 2022 - December 3, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

September 10, 2022 - December 3, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

December 19, 2014 - December 13, 2021

HILBERT FINANCIAL GROUP, LLC

RIA

CRD#: 172738

MAULDIN, SC

Past

June 21, 2012 - April 15, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PIEDMONT, SC

Past

January 6, 2012 - February 26, 2014

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PIEDMONT, SC

Past

October 27, 2011 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

SAN DIEGO, CA

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

Arizona
(11/18/2024)

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

Series 63

Date: 9/19/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/25/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/25/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/9/2021

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 10/25/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/28/2012

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LIFE STORY WEALTH PLANNING

LIFE STORY WEALTH PLANNING | LIFE STORY WEALTH PLANNING LLC

CRD#: 332717 / SEC#:

Arizona

Registered Investment Advisory firm - (11/18/2024 Approved)

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Contact information

Main Address

6991 East Camelback Rd., Suite D-300, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 602-6750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Alex M. Hilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Michael Hilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

HILBERT FINANCIAL GROUP, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/19/2022

Series 65

Date: 5/25/2012

Series 7TO

Date: 9/9/2022

SIE

Date: 7/25/2022

Series 3

Date: 11/9/2021

Series 6

Date: 10/25/2011

Series 26

Date: 1/28/2012

Current Firm

LIFE STORY WEALTH PLANNING

Contact information

Documents

Red Flags

Company Information

LIFE STORY WEALTH PLANNING

TRUST BUT VERIFY

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