KH
CFP
KH
CFP

Kerry Joseph Hilsabeck

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
933 clients
Average Client Portfolio
$87K average
Assets Under Management
$81.0M
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Location

283 Washington St, Monument, CO, 80132

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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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Other Business Activities

Kerry is employed by Focus on the Family, a non-profit entity, in addition to his role as an investment advisor. The two roles are independent, and no compensation or referrals are exchanged between them.

Employment History
Current Registrations
Financial Action, INC.
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Alpers Financial Planning, INC.
April 2018 - June 2019 · 1 yr 2 mos
T. Rowe Price Advisory Services, INC.
September 2014 - September 2017 · 3 yrs
T. Rowe Price Investment Services, INC.Broker
June 2014 - September 2017 · 3 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.