AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ZK

Zane A. Kuhbacher

HP WEALTH MANAGEMENT LLC
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.

top-8-questions

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.
1. HIGHPOINT CPAS; LARAMIE, WY; INVESTMENT RELATED; STAFF ACCOUNTANT; START DATE 2/1/2023; 90 HRS/MNT DURING SECURITIES TRADING; 90 HRS/MNTH OUTSIDE OF SECURITIES TRADING; PREPARE INDIVIDUAL, BUSINESS, AND NON-PROFIT TAX RETURNS. PERFORM ACCOUNTING SERVICES FOR BUSINESS CLIENTS, INCLUDING BOOKKEEPING, MONTH-END ACCOUNTING, AND PAYROLL.

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)
Wyoming
Registered Investment Advisory firm - (3/29/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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

TRUST BUT VERIFY

Monitor Zane Kuhbacher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andreas Heinrich
Andreas HeinrichAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
Jacksonville, FL
Kevin Joel Smith
Kevin SmithAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
York, PA
EM
Edgar ManjarrezAdvisorCheck Check Mark
LPL FINANCIAL LLC
PR
FORT MILL, SC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics