Lane R. Hunsicker

PINNACLE WEST ASSET MANAGEMENT

Casper, WY 82601

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CRD#: 7015247

Professional summary

Lane Robert Hunsicker is a registered financial advisor currently at PINNACLE WEST ASSET MANAGEMENT INC located in Casper, Wyoming.

Lane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lane 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane Robert Hunsicker's CRS (Customer Relationship Summary).

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

November 30, 2018 - Present

PINNACLE WEST ASSET MANAGEMENT INC

Office #1: 152 N. Durbin Street Suite 400, Casper, WY 82601

RIA

CRD#: 106527

Casper, WY

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".

PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA

Registered Investment Advisory firm - (11/26/1991 Approved)

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

Wyoming
(11/30/2018)

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: 11/30/2018

Uniform Investment Adviser Law Examination

Current Firm

PINNACLE WEST ASSET MANAGEMENT INC

CRD#: 106527 / SEC#: 801-40271

RIA

Registered Investment Advisory firm - (11/26/1991 Approved)

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Contact information

Main Address

152 N. Durbin Street Suite 400, Casper, WY 82601

Mailing Address

Po Box 51407, Casper, WY 82605

Phone number

(307) 235-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PINNACLE WEST ASSET MANAGEMENT ADV 2A (3/22/2025)

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 229,500,196

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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Lane R. Hunsicker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lane Robert Hunsicker's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE WEST ASSET MANAGEMENT INC

Primary Firm SEC Registration

PINNACLE WEST ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2018

Current Firm

PINNACLE WEST ASSET MANAGEMENT INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINNACLE WEST ASSET MANAGEMENT INC

TRUST BUT VERIFY

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