Carey Hilburn, financial advisor Madison WI

Carey Hilburn

CRD Number: 6288212
Current Firm: Central Wealth Management LLC

Carey Hilburn (CRD# 6288212) is an Investment Advisor Representative working at Central Wealth Management LLC in Madison, WI and has 1 year of experience in the finance industry. Carey Hilburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kevin McKinley, financial advisor Madison WI
Kevin P. McKinley
CRD# 1177018
Mckinley Money, LLC
Similar Advisors
Alec Abbott, financial advisor Madison WI
Alec B. Abbott
CRD# 1414999
Baker Tilly Wealth Management, LLC
Similar Advisors
Aaron Abel, financial advisor Madison WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Professional Designations
Company Name Location Dates Years
Central Wealth Management, LLC Clinton, IA May 2020 - Current 1
Beaird Harris Wealth Management Dallas, TX Jul 2019 - May 2020 < 1
Quest Capital Management, Inc. Dallas, TX Jan 2014 - Jun 2019 5
Student Lubbock, TX Jul 2006 - Dec 2013 7
Fjy Financial Reston, VA May 2013 - Aug 2013 < 1
Hfs Wealth Management Dallas, TX May 2012 - Aug 2012 < 1

Carey Hilburn has no recent exams reported.
Contact Info for Carey Y. Hilburn
Phone Number: 608-841-1555
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $221,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IA, IL, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.