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HICKORY WEALTH MANAGEMENT, LLC
HICKORY WEALTH MANAGEMENT, LLC
SPRINGFIELD, Missouri
·
2 registered advisors
·
CRD# 298475
SEC# 801-114118
0
(417) 306-9891
01
Firm Overview
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HICKORY WEALTH MANAGEMENT, LLC
2 registered advisors
Roger Daniel Plackemeier
SPRINGFIELD, Missouri
CRD# 2457350
Tanner Wayne Greer
SPRINGFIELD, Missouri
CRD# 6634712
05
Office Locations
SPRINGFIELD, Missouri
2 advisors
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Data sourced from SEC Form ADV filings. HICKORY WEALTH MANAGEMENT, LLC (CRD# 298475) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.