Doug Kalleen Eidd

Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/2026 → Present
  Hub Investment Partners
  Austin, TX
• 12/2015 → 04/2026
  Tiaa
  Frisco, TX
• 12/2015 → 04/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX

Previous Registrations

• 2016-01-15 → 2026-04-20
  Tiaa-Cref Individual & Institutional Services, Llc
  Norman, OK
  Stillwater, OK
  Frisco, TX
  Frisco, TX
  Frisco, TX
  Frisco, TX
• 2009-04-03 → 2014-03-11
  Td Ameritrade, Inc.
  Fort Worth, TX
  Fort Worth, TX
  Westlake, TX
• 2009-04-03 → 2014-03-11
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2009-03-31
• S63 Uniform Securities Agent State Law Examination
  2007-10-12

Designations

• Certified Financial Planner

Other Names

• Doug Fidd
• Doug Kalleen Fidd
• Doug Kalleen Eidd
• Doug Kalleen Eidd