Hunter William Schertz

Employer firm

Five Pine Wealth CRD 317657

$192M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2022 → Present
  Five Pine Wealth Management
  Coeur D Alene, ID
• 04/2021 → 07/2022
  United Site Services
  Boise, ID
• 06/2020 → 05/2021
  Timberline Adventures
  Coeur D'aLene, ID
• 04/2019 → 09/2019
  Signal Mountain Lodge
  Moran, WY
• 09/2020 → 07/2022
  Rocking W Energy Services
  Navasota, TX
• 08/2012 → 12/2020
  Full Time Student
  Post Falls, ID
• 07/2024 → Present
  D. Lish's Restaurant Group Llc
  Spokane, WA

Other Businesses

D. Lish's Restaurant Group LLC not investment-related 1625 N Division Street, Spokane, WA 99207 Fast-Casual Restaurant Co-Owner 07/10/2024 80-120 hours per month 5 hours during trading Manage employees, Create Schedules, Manage socials

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-24