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Carrie Sue Houchins-witt

Carrie S. Houchins-witt

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
Coralville, IA 52241
Some features on this profile are disabled
CRD#: 6362751
Carrie Sue Houchins-witt

Professional summary

Carrie Sue Houchins-witt, CFP®, who also goes by Carrie Sue Houchins, is a registered financial advisor currently at CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC located in Coralville, Iowa.

Carrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Carrie has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carrie Sue Houchins

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 Carrie Sue Houchins-witt'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: 2009

Experience

Current

July 16, 2014 - Present

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

Office #1: 1303 5th Street Suite 207, Coralville, IA 52241
RIA
CRD#: 171715
Coralville, IA

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
Iowa
(7/16/2014)

Exams

Current Firm

CH
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES | HOUCHINS-WITT, CARRIE | CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

CRD#: 171715 / SEC#:

Iowa
Registered Investment Advisory firm - (7/2/2014 Approved)
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Contact information

Main Address
1303 5th Street Suite 207, Coralville, IA 52241
Mailing Address
Phone number
(319) 358-2854
Established
Firm type
Fiscal year end
# of Employees
4

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.

Company Information

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

CRD#: 171715Coralville, IA 52241

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