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ZK

Zane A. Kuhbacher

HP WEALTH MANAGEMENT
LARAMIE, WY 82072
Some features on this profile are disabled
CRD#: 7622683
ZK

Professional summary

Zane Anthony Kuhbacher, who also goes by Zane Kuhbacher, is a registered financial advisor currently at HP WEALTH MANAGEMENT LLC located in Laramie, Wyoming.

Zane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zane has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zane Kuhbacher

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 Zane Anthony Kuhbacher'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

December 17, 2024 - Present

HP WEALTH MANAGEMENT LLC

Office #1: 401 E. Fremont St., Laramie, WY 82072
RIA
CRD#: 330115
LARAMIE, WY
Past

September 12, 2022 - December 8, 2022

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FT. COLLINS, CO

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
Wyoming
(12/17/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/7/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/9/2022
Securities Industry Essentials Examination

Current Firm

HW
HP WEALTH MANAGEMENT LLC
HP WEALTH MANAGEMENT | HPWM | HP WEALTH MANAGEMENT LLC

CRD#: 330115 / SEC#:

Colorado
Registered Investment Advisory firm - (7/18/2024 Approved)
Texas
Registered Investment Advisory firm - (12/31/2025 Conditional Restricted)
Wyoming
Registered Investment Advisory firm - (3/29/2024 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
401 E. Fremont St., Laramie, WY 82072
Mailing Address
Phone number
(307) 745-7241
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 7,754,734

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

HP WEALTH MANAGEMENT LLC

CRD#: 330115Laramie, WY 82072

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