Best Investors Account Sign in
Inactive

Patrick James Hoehne

Waverly Advisors, LLC

Birmingham, AL

Zionsville, IN

CRD 6080106

Claim This Profile
Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-01
  • IN RA
    APPROVED
    Since 2024-10-01

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

56 N Main Street, Zionsville, IN 46077 • 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
OrganizationCityStateFromTo
Centerpoint Wealth Management Zionsville IN 06/2012 12/2024
Waverly Advisors, Llc Zionsville IN 09/2024 Present
  • 06/2012 → 12/2024
    Centerpoint Wealth Management
    Zionsville, IN
  • 09/2024 → Present
    Waverly Advisors, Llc
    Zionsville, IN
Previous Registrations
  • 2012-06-15 → 2024-12-16
    Centerpoint Wealth Management, Llc
    Zionsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-16
  • S65 Uniform Investment Adviser Law Examination
    2012-07-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Birmingham, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor