Best Investors Account Sign in
Inactive

Jessica Anne Hinks

Hixon Zuercher Capital Management

Findlay, OH

CRD 6732640

Claim This Profile
Employer firm

Hixon Zuercher Capital Management CRD 123465

$488M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Hixon Zuercher Capital Management

101 West Sandusky Street Suite 301, Findlay, OH 45840 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-14
OH RA APPROVED 2019-06-14
  • TX RA
    APPROVED_RES
    Since 2022-03-14
  • OH RA
    APPROVED
    Since 2019-06-14

Branch Locations

101 West Sandusky Street Suite 301, Findlay, OH 45840 • 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
Lifeplan Financial Group, Inc. Miamisburg OH 08/2015 04/2019
Hixon Zuercher Capital Management Findlay OH 04/2019 Present
Previous Registrations
  • 2016-12-20 → 2019-04-25
    Lifeplan Financial Group, Inc.
    Miamisburg, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-20
  • S65 Uniform Investment Adviser Law Examination
    2016-12-20
Other Names
  • Jessica Anne Nierman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Findlay, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor