AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KH

Kalyn D. Hochstrat

HOCHSTRAT INVESTMENTS
Midvale, ID
Some features on this profile are disabled
CRD#: 6582769
KH

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.
The advisor shows no other business activity.

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.

BD
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)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HI
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)
Loading...

Contact information


Main Address
Midvale, ID
Mailing Address
Phone number
(208) 355-4321
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts51
AUM (Assets Under Management)$ 3,540,789

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


HOCHSTRAT INVESTMENTS LLC

CRD#: 289565Midvale, ID

TRUST BUT VERIFY

Monitor Kalyn Hochstrat

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.