Karla Renee Hoppes

Employer firm

Cedar Valley Wealth Advisors CRD 115511

$173M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Cedar Valley Wealth Advisors

411 Viking Road Suite A, Cedar Falls, IA 50613 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2010-02-26

IA RA
APPROVED

Since 2010-02-26

Branch Locations

411 Viking Road Suite A, Cedar Falls, IA 50613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cedar Valley Wealth Advisors	Cedar Falls	IA	02/2010	Present

02/2010 → Present

Cedar Valley Wealth Advisors

Cedar Falls, IA

Previous Registrations

2001-11-19 → 2010-01-07

Hogan Capital Management, Inc.

Waterloo, IA

Other Businesses

TOUCHSTONE TAX & ACCOUNTING, LLC A NON INVESTMENT-RELATED CPA FIRM LOCATED AT 411 VIKING ROAD, SUITE A, CEDAR FALLS, IA 50613. STARTED PROVIDING OCCASIONAL SUPPORT FOR ACCOUNTING SERVICES, TAX PLANNING, AND PREPARATION OF INDIVIDUAL TAX RETURNS 11/01/22. TIME SPENT IS APPROXIMATELY 5 HOURS PER MONTH MOSTLY DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-05-12

S65 Uniform Investment Adviser Law Examination

2001-05-12

Designations

Certified Financial Planner

Other Names

Karla Renee Garbes

View on SEC IAPD