Brian E. Huckstep
HUCKSTEP ASSET MANAGEMENT
Oak Park, IL
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CRD#: 7246750
Professional summary
Brian Ernest Huckstep, CFA, CFP® is a registered financial advisor currently at HUCKSTEP ASSET MANAGEMENT, LLC located in Oak Park, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm .
Biography
Brian has been in the investment industry since 1992 and has always enjoyed the puzzles of maximization, efficiency, and fit with money problems. Few financial decisions can be optimally solved with cookie-cutter processes, hodge-podge web search advice, robo-solutions, or coin flips. Whether you are picking between investing in a focused active mutual fund versus a diversified smart beta ETF, efficiently tax loss harvesting in your taxable brokerage account in December, weighing contributions to a Roth IRA versus a traditional IRA, selecting the best of five different mortgage offers, or deciding exactly how much to contribute to your child's 529 each month - there are optimal answers for your particular situation. Each financial decision you make, whether it involves $1,000 or $1 billion, has a direct and predictable impact on your family’s long term wealth and your retirement date.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Socially Responsible Investmen...
What is your minimum asset requirement?
100K
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 Brian Ernest Huckstep'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: 2021
Experience
Current
May 15, 2020 - Present
HUCKSTEP ASSET MANAGEMENT, LLC
RIA
CRD#: 308437
Oak Park, IL
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
Illinois(5/15/2020)
Exams
Current Firm
HUCKSTEP ASSET MANAGEMENT, LLC
HUCKSTEP ASSET MANAGEMENT, LLC
CRD#: 308437 / SEC#:
Illinois
Registered Investment Advisory firm - (5/15/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
609 South Oak Park Ave, Oak Park, IL 60304
Mailing Address
Phone number
(312) 860-1033
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 267,350 |
Red Flags
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