Victoria Hockenbury

LEVERAGE PLANNERS WEALTH MANAGEMENT

BELLEVUE, WA 98005

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CRD#: 8118543

Professional summary

Victoria Hockenbury is a registered financial advisor currently at LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Victoria has worked at 2 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.

Ballard Health Club. 12 hours a month, Saturdays only. Work at Front Desk. Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Hockenbury'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

August 7, 2026 - Present

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Office #1: 310 120th Ave Ne Suite 205, Bellevue, WA 98005

RIA

CRD#: 288599

BELLEVUE, WA

Past

July 22, 2025 - July 1, 2026

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

July 16, 2025 - July 1, 2026

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

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

Washington
(8/7/2026)

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Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/15/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/18/2024

Securities Industry Essentials Examination

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

CRD#: 288599 / SEC#:

Washington

Registered Investment Advisory firm - (6/28/2017 Approved)

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Contact information

Main Address

310 120th Ave Ne Suite 205, Bellevue, WA 98005

Mailing Address

Phone number

(425) 223-4520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 21,052,529

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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Victoria Hockenbury

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Hockenbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2025

Series 7TO

Date: 7/15/2025

SIE

Date: 12/18/2024

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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