Vicki L. Hohenstein

FREEDOM VALUE PARTNERS

Lenexa, KS

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CRD#: 866933

Professional summary

Vicki Luanne Hohenstein, who also goes by VIcki L Stene, is a registered financial advisor currently at FREEDOM VALUE PARTNERS, LLC located in Lenexa, Kansas.

Vicki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Vicki has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vicki L Stene

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.

Freedom Wealth Advisors, LLC; Investment Related; Lees Summit, MO; Investment Advisor Representative; Investment Advisory Services; Started 05/2022; Dual registration will be maintained through transition of business to Freedom Value Partners. Cottonwood Flats, Inc; Not Investment Related; Lenexa, KS; Director and Secretary/Treasurer; Family Farm; Started 12/2023; Approximately 5 hours per months spent; Approximately 0 hours per month spent during securities trading hours; Various corporate activities, collection of tax information for accountant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vicki Luanne Hohenstein'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

May 23, 2024 - Present

FREEDOM VALUE PARTNERS, LLC

RIA

CRD#: 330875

Lenexa, KS

Past

May 4, 2022 - August 20, 2024

FREEDOM WEALTH ADVISORS, LLC

RIA

CRD#: 154270

Lenexaa, KS

Past

April 7, 2008 - December 31, 2021

TOWER WEALTH MANAGERS

RIA

CRD#: 144791

KANSAS CITY, MO

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

Kansas
(5/23/2024)

IAR

Missouri
(6/4/2024)

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

Current Firm

FREEDOM VALUE PARTNERS, LLC

CRD#: 330875 / SEC#:

Kansas

Registered Investment Advisory firm - (5/23/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/4/2024 Approved)

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Contact information

Main Address

Lenexa, KS

Mailing Address

Phone number

(913) 558-2054

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 51,816,631

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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Vicki L. Hohenstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vicki Luanne Hohenstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM VALUE PARTNERS, LLC

FREEDOM WEALTH ADVISORS, LLC

TOWER WEALTH MANAGERS

State Registrations and Notice Filings

Exams

Current Firm

FREEDOM VALUE PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM VALUE PARTNERS, LLC

TRUST BUT VERIFY

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