Joe HildebrandCRD Number: 3106548
Current Firm: Lawing Financial Inc.
Joe Hildebrand (CRD# 3106548) is an Investment Advisor Representative working at Lawing Financial Inc. in Overland Park, KS and has over 17 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2010 - Current||7|
|Lawing Financial Inc.||Overland Park, KS||Jul 2005 - Current||12|
|Lawing Financial Inc.||Overland Park, KS||Jun 2000 - Current||17|
|The O.n. Equity Sales Company, Inc.||Cincinnati, OH||May 2000 - Jul 2010||10|
|Ohio National Financial Services||Cincinnati, OH||May 2000 - Jul 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management2,572MILLIONS
Total Number of Accounts2,075ACCOUNTS
Average Account Value$1,239,297
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI
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