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Zane Anthony Kuhbacher

Hp Wealth Management LLC

Laramie, WY

CRD 7622683

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Employer firm

Hp Wealth Management LLC CRD 330115

$17.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Hp Wealth Management Llc

401 E. Fremont St., Laramie, WY 82072 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2024-12-17
  • WY RA
    APPROVED
    Since 2024-12-17

Branch Locations

401 E. Fremont St., Laramie, WY 82072 • 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
Unemployed Laramie WY 06/2022 07/2022
Equitable Advisors, Llc New York NY 08/2022 12/2022
University Of Wyoming Laramie WY 08/2018 05/2022
Accent Landscapes Gillette WY 05/2021 08/2021
Titan Solutions, Llc Gillette WY 06/2018 01/2021
Accent Landscapes Gillette WY 06/2020 07/2020
Campbell County Recreation Center Gillette WY 05/2016 05/2018
Thunder Basin High School Gillette WY 08/2017 05/2018
Campbell County High School Gillette WY 08/2015 05/2017
Unemployed Laramie WY 01/2023 02/2023
Hp Wealth Management Llc Laramie WY 12/2024 Present
Highpoint Cpas Laramie WY 02/2023 Present
Doordash Laramie WY 12/2022 12/2022
  • 06/2022 → 07/2022
    Unemployed
    Laramie, WY
  • 08/2022 → 12/2022
    Equitable Advisors, Llc
    New York, NY
  • 08/2018 → 05/2022
    University Of Wyoming
    Laramie, WY
  • 05/2021 → 08/2021
    Accent Landscapes
    Gillette, WY
  • 06/2018 → 01/2021
    Titan Solutions, Llc
    Gillette, WY
  • 06/2020 → 07/2020
    Accent Landscapes
    Gillette, WY
  • 05/2016 → 05/2018
    Campbell County Recreation Center
    Gillette, WY
  • 08/2017 → 05/2018
    Thunder Basin High School
    Gillette, WY
  • 08/2015 → 05/2017
    Campbell County High School
    Gillette, WY
  • 01/2023 → 02/2023
    Unemployed
    Laramie, WY
  • 12/2024 → Present
    Laramie, WY
  • 02/2023 → Present
    Highpoint Cpas
    Laramie, WY
  • 12/2022 → 12/2022
    Doordash
    Laramie, WY
Other Businesses

1. HIGHPOINT CPAS; LARAMIE, WY; INVESTMENT RELATED; STAFF ACCOUNTANT; START DATE 2/1/2023; 90 HRS/MNT DURING SECURITIES TRADING; 90 HRS/MNTH OUTSIDE OF SECURITIES TRADING; PREPARE INDIVIDUAL, BUSINESS, AND NON-PROFIT TAX RETURNS. PERFORM ACCOUNTING SERVICES FOR BUSINESS CLIENTS, INCLUDING BOOKKEEPING, MONTH-END ACCOUNTING, AND PAYROLL.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07
Other Names
  • Zane Kuhbacher

View on SEC IAPD

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