DH
David W. Hoobler
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
Toledo, OH 43615
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CRD#: 7074161
DH
Professional summary
David W Hoobler, who also goes by Dave Hoobler, is a registered financial advisor currently at THE BOTTOM LINE WEALTH MANAGEMENT LTD. located in Toledo, Ohio.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dave Hoobler
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.
CAPAVERILL II & ASSOCIATES; VP/INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; TOLEDO, OH; START 09/2001; APPROXIMATELY 160 HOURS SPENT PER MONTH; 130 HOURS DURING TRADING. Retirement Income Consultants; Toledo, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40 hours per month spent; Approximately 30 hours spent during security trading hours. SUNRIFT CAPITAL PARTNERS, LLC; INV RELATED; INVESTMENT ADVISOR REPRESENTATIVE; PLAINFIELD, IN; START 07/2021; WILL MAINTAIN REGISTRATION AS A SOLICITOR AS PER THE REQUIREMENTS FOR NORTH CAROLINA.
CRS (Client Relationship Summary) - RIA
Click below to view David W Hoobler'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
March 19, 2021 - Present
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
Office #1: 2600 N. Reynolds Road Suite 103b, Toledo, OH 43615RIA
CRD#: 313232
Toledo, OH
Past
March 15, 2019 - April 20, 2022
SUNRIFT CAPITAL PARTNERS LLC
RIA
CRD#: 159583
TOLEDO, OH
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
Arizona(7/12/2021)
IAR
Florida(4/30/2021)
IAR
Georgia(3/31/2021)
IAR
Indiana(3/24/2021)
IAR
Michigan(3/19/2021)
IAR
North Carolina(4/14/2021)
IAR
Ohio(3/19/2021)
Current Firm
TB
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
CRD#: 313232 / SEC#:
Arizona
Registered Investment Advisory firm - (7/12/2021 Approved)Florida
Registered Investment Advisory firm - (4/30/2021 Approved)Georgia
Registered Investment Advisory firm - (3/31/2021 Approved)Indiana
Registered Investment Advisory firm - (3/24/2021 Approved)Michigan
Registered Investment Advisory firm - (3/19/2021 Approved)North Carolina
Registered Investment Advisory firm - (4/13/2021 Approved)Ohio
Registered Investment Advisory firm - (3/19/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2600 N. Reynolds Road Suite 103b, Toledo, OH 43615
Mailing Address
Phone number
(419) 531-2414
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 237 |
| AUM (Assets Under Management) | $ 7,230,022 |
Red Flags
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Company Information
THE BOTTOM LINE WEALTH MANAGEMENT LTD.
CRD#: 313232Toledo, OH 43615TRUST BUT VERIFY
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