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Ian Tate Kloc

Boyce & Associates Wealth Consulting, Inc.

Cedar Park, TX

CRD 7592205

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Employer firm

Boyce & Associates Wealth Consulting, Inc. CRD 288157

$245M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Boyce & Associates Wealth Consulting, Inc.

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-30
  • TX RA
    APPROVED
    Since 2022-08-30

Branch Locations

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613 • 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
Bka Wealth Consulting, Inc. Cedar Park TX 07/2022 Present
Watkins Insurance Group Austin TX 05/2021 06/2022
Heb- Store 26 Cedar Park TX 06/2019 01/2022
True Light Pools College Station TX 05/2020 09/2020
Student Cedar Park TX 07/2012 06/2019
  • 07/2022 → Present
    Bka Wealth Consulting, Inc.
    Cedar Park, TX
  • 05/2021 → 06/2022
    Watkins Insurance Group
    Austin, TX
  • 06/2019 → 01/2022
    Heb- Store 26
    Cedar Park, TX
  • 05/2020 → 09/2020
    True Light Pools
    College Station, TX
  • 07/2012 → 06/2019
    Student
    Cedar Park, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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