Bryce S. Koch
HILEY HUNT WEALTH MANAGEMENT
Omaha, NE 68114
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CRD#: 6792710
Professional summary
Bryce Steven Deane Koch, CFP® is a registered financial advisor currently at HILEY HUNT WEALTH MANAGEMENT, INC. located in Omaha, Nebraska.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryce has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Steven Deane Koch'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®
Start date: 2023
Experience
Current
July 13, 2022 - Present
HILEY HUNT WEALTH MANAGEMENT, INC.
Office #1: 9850 Nicholas Street Suite 315, Omaha, NE 68114RIA
CRD#: 164942
Omaha, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HILEY HUNT WEALTH MANAGEMENT, INC.
HILEY HUNT WEALTH MANAGEMENT | HILEY WEALTH MANAGEMENT, INC. | HILEY WEALTH MANAGEMENT | HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942 / SEC#: 801-117814
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Illinois
Registered Investment Advisory firm - (12/20/2019 Terminated)Iowa
Registered Investment Advisory firm - (12/23/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/20/2019 Terminated)Nebraska
Registered Investment Advisory firm - (12/20/2019 Terminated)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
Nebraska(7/13/2022)
Current Firm
HILEY HUNT WEALTH MANAGEMENT, INC.
HILEY HUNT WEALTH MANAGEMENT | HILEY WEALTH MANAGEMENT, INC. | HILEY WEALTH MANAGEMENT | HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942 / SEC#: 801-117814
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Illinois
Registered Investment Advisory firm - (12/20/2019 Terminated)Iowa
Registered Investment Advisory firm - (12/23/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/20/2019 Terminated)Nebraska
Registered Investment Advisory firm - (12/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9850 Nicholas Street Suite 315, Omaha, NE 68114
Mailing Address
Phone number
(402) 504-9347
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 945 |
| AUM (Assets Under Management) | $ 241,659,040 |
Red Flags
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Company Information
HILEY HUNT WEALTH MANAGEMENT, INC.
CRD#: 164942Omaha, NE 68114TRUST BUT VERIFY
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