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Brian Ernest Huckstep

Huckstep Asset Management, LLC

Oak Park, IL

CRD 7246750

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Employer firm

Huckstep Asset Management, LLC CRD 308437

$267.4K regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Huckstep Asset Management, Llc

609 South Oak Park Ave, Oak Park, IL 60304 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-05-15
  • IL RA
    APPROVED
    Since 2020-05-15

Branch Locations

Oak Park, IL • 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
Morningstar Investment Management Chicago IL 01/2016 11/2019
  • 01/2016 → 11/2019
    Morningstar Investment Management
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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