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Roy Adam Hucke

CREDENTIALED WEALTH ADVISORS, LLC·JOHNSTOWN, Colorado
SIE, Series 7, Series 66Clean record16 years registeredCREDENTIALED WEALTH ADVISORS, LLC
3 SOUTH PARISH AVENUE, JOHNSTOWN, CO 80534CRD# 5681858Firm CRD# 312517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roy Adam Hucke · JOHNSTOWN, CO
Registration
CRD #5681858 · CREDENTIALED WEALTH ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

CREDENTIALED WEALTH ADVISORS, LLC
Mar 2021 – present
EDWARD JONES
Aug 2009 – Mar 2021
JOHNSTOWN, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 24, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517 · SEC 801-120355
AUM
$136M
Regulatory assets under management
Employees
2
956 client accounts
Services offered by CREDENTIALED WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Roy Adam Hucke offer?
Roy Adam Hucke specializes in Financial Planning, Investment Management. Contact their office in JOHNSTOWN, Colorado for a consultation.
What are Roy Adam Hucke's credentials?
Roy Adam Hucke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Adam Hucke located?
Roy Adam Hucke is based in JOHNSTOWN, Colorado, working with CREDENTIALED WEALTH ADVISORS, LLC. Their office serves clients in the JOHNSTOWN metropolitan area and surrounding communities.
How does Roy Adam Hucke charge for services?
Roy Adam Hucke's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDENTIALED WEALTH ADVISORS, LLC?
CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CREDENTIALED WEALTH ADVISORS, LLC

Julian Briscoe Heron
JOHNSTOWN, CO
CFA
Robert Clinton Chedester
COLORADO SPRINGS, CO
Joseph Gebhart
COLORADO SPRINGS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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