Corey N. Houchins-witt

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

Coralville, IA 52241

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CRD#: 6909411

Professional summary

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

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Corey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey Nicholas Witt

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 Corey Nicholas 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: 2018

Experience

Current

April 2, 2018 - 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
(4/2/2018)

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 65

Date: 4/2/2018

Uniform Investment Adviser Law Examination

Current Firm

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

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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Corey N. Houchins-witt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Nicholas Houchins-witt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2018

Current Firm

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

Contact information

Documents

Red Flags

Company Information

CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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