Hickok & Boardman Financial Planning

Hickok & Boardman Financial Planning (CRD# 104813) is a financial advisory firm headquartered in Burlington, VT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Hickok & Boardman Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Michael G. McCormack
CRD#: 4029836
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
96
Wealthminder
score

Michael McCormack (CRD# 4029836) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 14 years of experience in the finance industry. Michael McCormack 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.

2
Brigette L. White
CRD#: 2549129
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
96
Wealthminder
score

Brigette White (CRD# 2549129) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 18 years of experience in the finance industry. Brigette White 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.

3
Kari A. Phillips
CRD#: 4619341
346 Shelburne Rd 5th Flr, Burlington, VT 05401
93
Wealthminder
score

Kari Phillips (CRD# 4619341) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 9 years of experience in the finance industry.

4
Benoit P. Trottier
CRD#: 1200283
346 Shelburne Rd, P.o. Box 1064, Burlington, VT 05402
93
Wealthminder
score

Benoit Trottier (CRD# 1200283) is an Investment Advisor Representative working at Hickok & Boardman Financial Planning in Burlington, VT and has over 19 years of experience in the finance industry.

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