Brian Ernest Huckstep
CFA, CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
HUCKSTEP ASSET MANAGEMENT, LLC
Contact Information
Main Address
609 South Oak Park Ave, Oak Park, IL 60304Phone Number
(312) 860-1033# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
57AUM (Assets Under Management)
$10,264,620Similar Advisors
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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.
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State Registrations and Notice Filings
(5/15/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Ernest Huckstep's CRS (Customer Relationship Summary).
Services Offered by Brian
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
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