Best Investors Account Sign in
Employer firm

Hirst Financial Independence Planning, Inc. CRD 342919

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Hirst Financial Independence Planning, Inc.

99 South Main Street Suite 351, Fall River, MA 02721 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
TX RA APPROVED 2026-07-23
  • MA RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-23

Branch Locations

99 South Main Street Suite 351, Fall River, MA 02721 • United States

Bonita Springs, FL • United States

Westport, MA • 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
Hirst Financial Independence Planning, Inc. Fall River MA 02/2016 Present
Law Office Of Leonard T.A. Hirst, Ii Wesport MA 12/2003 Present
Cwm, Llc Omaha NE 01/2014 Present
Previous Registrations
  • 2014-07-21 → 2026-08-18
    New Bedford, MA
    Fall River, MA
    Fall River, MA
    Omaha, NE
    Westport, MA
  • 1994-04-14 → 2014-10-16
    Hirst Wealth Management, Inc.
    Westport, MA
    Fall River, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-07-15
S65 Uniform Investment Adviser Law Examination 1993-06-23
  • S63 Uniform Securities Agent State Law Examination
    1997-07-15
  • S65 Uniform Investment Adviser Law Examination
    1993-06-23
Designations
  • Certified Financial Planner
Other Names
  • Lenny Hirst
  • Leonard Thomas Hirst

View on SEC IAPD

More in Fall River, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor