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HH

Hudsen W. Hagland

AFS WEALTH MANAGEMENT
CHESTER, VT 05143
Some features on this profile are disabled
CRD#: 7295419
HH

Professional summary

Hudsen Walter Hagland is a registered financial advisor currently at AFS WEALTH MANAGEMENT LLC located in Chester, Vermont.

Hudsen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hudsen has worked at 3 firms 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 Hudsen Walter Hagland'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®
None

Experience

Current

November 10, 2022 - Present

AFS WEALTH MANAGEMENT LLC

Office #1: 288 Depot Street, Chester, VT 05143
RIA
CRD#: 323315
CHESTER, VT
Past

August 31, 2021 - June 27, 2022

SHP WEALTH MANAGEMENT, LLC

RIA
CRD#: 174697
PLYMOUTH, MA
Past

January 20, 2021 - September 20, 2021

FISHER FINANCIAL ADVISORS LLC

RIA
CRD#: 289411
HANOVER, NH

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
Vermont
(11/10/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/20/2021
Uniform Investment Adviser Law Examination

Current Firm

AW
AFS WEALTH MANAGEMENT LLC
AFS WEALTH MANAGEMENT LLC

CRD#: 323315 / SEC#:

Vermont
Registered Investment Advisory firm - (11/10/2022 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
288 Depot Street, Chester, VT 05143
Mailing Address
P.o. Box 466, Chester, VT 05143
Phone number
(802) 875-8100
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts185
AUM (Assets Under Management)$ 39,844,439

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.

Company Information

AFS WEALTH MANAGEMENT LLC

CRD#: 323315Chester, VT 05143

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