Hudsen W. Hagland

AFS WEALTH MANAGEMENT LLC

CHESTER, VT 05143

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CRD#: 7295419

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.

While Mr. Hagland does have an active insurance license, he does not sell insurance and spends zero time on this 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)

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: 1/20/2021

Uniform Investment Adviser Law Examination

Current Firm

AFS WEALTH MANAGEMENT LLC

CRD#: 323315 / SEC#:

Vermont

Registered Investment Advisory firm - (11/10/2022 Approved)

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Contact information

Main Address

288 Depot Street, Chester, VT 05143

Mailing Address

Phone number

(802) 875-8100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	137
AUM (Assets Under Management)	$ 30,707,698

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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Hudsen W. Hagland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hudsen Walter Hagland's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFS WEALTH MANAGEMENT LLC

SHP WEALTH MANAGEMENT, LLC

FISHER FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2021

Current Firm

AFS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AFS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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