Kalyn D. Hochstrat

HOCHSTRAT INVESTMENTS LLC

Midvale, ID

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CRD#: 6582769

Professional summary

Kalyn Dawn Hochstrat, who also goes by Kalyn Hochstrat, Kalyn Dawn Verilhac, is a registered financial advisor currently at HOCHSTRAT INVESTMENTS LLC located in Midvale, Idaho.

Kalyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kalyn has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kalyn Hochstrat | Kalyn Dawn Verilhac

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.

1) MIDVALE COMMUNITY PARTNERS POSITION: At large board member NATURE: 501-3c Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 70 E. Bridge Street, Midvale ID 83645 DESCRIPTION: At-large-board-member of Non-profit (Midvale Community Partners) Serve in advisory capacity, no voting/control of non-profit assets 5 hours per month No material conflict of interest / no compensation received 2) BRIAN HOCHSTRAT INC. POSITION: 50% Owner/Secretary NATURE: Brian Hochstrat Inc. is structured as a S-Corp, with no employees other than my husband, Brian Hochstrat. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2107 Old Highway, Midvale ID 83645 DESCRIPTION: 50% Owner/secretary - BRIAN HOCHSTRAT INC. www.brianhochstrat.com Record keeping, light clerical work. Manage business finances. Business does have an investment account with TD Ameritrade that I manage. I don't believe there is any material conflicts of interest. Requires 5-10 hours per month No direct compensation received, all profits reinvested back into business to continue to grow.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalyn Dawn Hochstrat'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

September 15, 2017 - Present

HOCHSTRAT INVESTMENTS LLC

RIA

CRD#: 289565

Midvale, ID

Past

May 16, 2016 - July 27, 2017

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

PAYETTE, ID

Past

February 19, 2016 - July 27, 2017

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

PAYETTE, ID

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

Idaho
(9/15/2017)

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: 4/8/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/19/2016

General Securities Representative Examination

Current Firm

HOCHSTRAT INVESTMENTS LLC

HOCHSTRAT INVESTMENTS | KALYN HOCHSTRAT - INVESTMENT ADVISOR LLC | KALYN HOCHSTRAT - INVESTMENT ADVISOR | HOCHSTRAT INVESTMENTS LLC

CRD#: 289565 / SEC#:

Idaho

Registered Investment Advisory firm - (9/14/2017 Approved)

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Contact information

Main Address

Midvale, ID

Mailing Address

Phone number

(208) 355-4321

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 3,540,789

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kalyn D. Hochstrat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalyn Dawn Hochstrat's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOCHSTRAT INVESTMENTS LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2016

SIE

Date: 7/27/2017

Series 7

Date: 2/19/2016

Current Firm

HOCHSTRAT INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOCHSTRAT INVESTMENTS LLC

TRUST BUT VERIFY

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