Matthew Jarett Hoenes

Employer firm

K&H Wealth Partners CRD 329828

$66.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2020
  Kestra Investment Services
  Austin, TX
• 08/2016 → 12/2020
  Kestra Advisory Services
  Austin, TX
• 12/2020 → 01/2022
  Lpl Financial, Llc
  Downers Grove, IL
• 01/2022 → 05/2024
  Kestra Investment Services, Llc
  Northbrook, IL
• 01/2022 → 05/2024
  Kestra Advisory Services, Llc
  Northbrook, IL
• 05/2024 → Present
  K&H Wealth Partners Inc.
  Northbrook, IL
• 01/2022 → Present
  Karchmar Insurance And Legacy Planning, Inc. Dba Karchmar Group
  Northbrook, IL
• 08/2016 → 12/2020
  The Bensman Group
  Bannockburn, IL

Previous Registrations

• 2022-01-24 → 2024-05-23
  Kestra Advisory Services, Llc
  Austin, TX
  Northbrook, IL
• 2020-12-10 → 2022-01-24
  Lpl Financial Llc
  Downers Grove, IL
  Downers Grove, IL
  Downers Grove, IL
• 2016-08-05 → 2020-12-18
  Kestra Advisory Services, Llc
  Bannockburn, IL
  Austin, TX
• 2012-08-20 → 2016-07-21
  Mml Investors Services, Llc
  Chicago, IL
• 2011-11-18 → 2012-06-07
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
• 2008-08-01 → 2011-10-03
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

KARCHMAR INSURANCE AND LEGACY PLANNING, INC. dba KARCHMAR GROUP POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 850 START DATE: 01/21/2022 ADDRESS: 666 Dundee Rd, Suite 1901, Northbrook IL 60062, United States DESCRIPTION: Comprehensive financial planning services, investment management and insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-16

Designations

• Certified Financial Planner