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Hannah Hoch

Servant Wealth Management, LLC

Bartlesville, OK

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Current Employers
Servant Wealth Management, Llc

Bartlesville, OK • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-05
  • OK RA
    APPROVED
    Since 2025-03-05

Branch Locations

Bartlesville, OK • 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
Phillips 66 Bartlesville OK 09/2012 12/2016
Penn State University University Park PA 01/2017 07/2018
Phillips 66 Company Bartlesville OK 07/2018 Present
Servant Wealth Management, Llc Bartlesville OK 10/2023 Present
  • 09/2012 → 12/2016
    Phillips 66
    Bartlesville, OK
  • 01/2017 → 07/2018
    Penn State University
    University Park, PA
  • 07/2018 → Present
    Phillips 66 Company
    Bartlesville, OK
  • 10/2023 → Present
    Servant Wealth Management, Llc
    Bartlesville, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23

View on SEC IAPD

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