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HC

Hunter Collier

KLD WEALTH MANAGEMENT
LEBANON, OH 45036
Some features on this profile are disabled
CRD#: 7351704
HC
Hunter CollierKLD WEALTH MANAGEMENT

Professional summary

Hunter Collier is a registered financial advisor currently at KLD WEALTH MANAGEMENT located in Lebanon, Ohio.

Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hunter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Hunter Collier'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

June 8, 2026 - Present

KLD WEALTH MANAGEMENT

Office #1: 706 Deerfield Rd., Lebanon, OH 45036
RIA
CRD#: 330287
LEBANON, OH
Past

November 14, 2024 - June 11, 2026

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
LOUISVILLE, KY
Past

November 14, 2024 - June 11, 2026

LPL ENTERPRISE, LLC

BD
CRD#: 8733
LOUISVILLE, KY
Past

June 28, 2021 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
COLUMBUS, OH
Past

May 7, 2021 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
COLUMBUS, 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
Kentucky
(6/8/2026)
IAR
Ohio
(6/8/2026)
IAR
Texas
(6/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2021
Securities Industry Essentials Examination

Current Firm

KW
KLD WEALTH MANAGEMENT
KLD WEALTH MANAGEMENT | KLD WEALTH MANAGEMENT LLC

CRD#: 330287 / SEC#:

Kentucky
Registered Investment Advisory firm - (11/13/2025 Approved)
Ohio
Registered Investment Advisory firm - (4/15/2024 Approved)
Texas
Registered Investment Advisory firm - (9/10/2025 Conditional Restricted)
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Contact information

Main Address
706 Deerfield Rd., Lebanon, OH 45036
Mailing Address
Phone number
(937) 404-5180
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 8,600,892

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

KLD WEALTH MANAGEMENT

CRD#: 330287Lebanon, OH 45036

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