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Troy Hanson

25 Years of Experience
West Bend, WI

Troy Hanson is a registered investment advisor at Kdhh Investments LLC, based in West Bend, WI, with 25 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning. Their firm serves 25 clients with $3.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$3.5M

Fee Structure

Minimum Investment:$10K

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

627 Elm St, West Bend, WI, 53095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kdhh Investments LLC
January 2001 - Present · 25 yrs 3 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.