AH
Axel Hoogland
HIGHLAND WEALTH MANAGEMENT
Cedar Falls, IA
Some features on this profile are disabled
CRD#: 6995833
AH
Professional summary
Axel Hoogland is a registered financial advisor currently at HIGHLAND WEALTH MANAGEMENT located in Cedar Falls, Iowa.
Axel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Axel 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.
I am currently an engineer for John Deere.
This is not an investment-related business.
I started working here 06/2018.
I work 8 hours a day, 5 days a week.
CRS (Client Relationship Summary) - RIA
Click below to view Axel Hoogland'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®
NoneExperience
Current
September 5, 2018 - Present
HIGHLAND WEALTH MANAGEMENT
RIA
CRD#: 298316
Cedar Falls, 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(9/5/2018)
Current Firm
HW
HIGHLAND WEALTH MANAGEMENT
HIGHLAND WEALTH MANAGEMENT
CRD#: 298316 / SEC#:
Iowa
Registered Investment Advisory firm - (9/5/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Cedar Falls, IA
Mailing Address
Phone number
(715) 820-0377
Established
Firm type
Fiscal year end
# of Employees
0
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.
