Cade
Konen

Hrc Wealth Management, LLC

CRD#4554129
Investment Advisor
in Moscow, ID

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About this Advisor

Cade Konen is a financial advisor based in Moscow, Idaho, working with Hrc Wealth Management, LLC. Cade has previously held positions at Hrc Wealth Management, LLC and Hayden Ross, Pllc. Cade has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Cade is part of Hrc Wealth Management, LLC, which operates out of Moscow, Idaho. The firm has 8 employees and manages assets totaling $330.0 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Hrc Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

315 S. Almon
Moscow, ID 83843

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Hrc Wealth Management, LLC Brokerage Details

Total Assets Under Management

$329,964,390

ID Average: $655,107,610
Total Number of Employees

8

ID Average: 12
Total Number of Accounts

1,719

ID Average: 770
Average Account Size

$191,951

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cade Konen Work History

2012 - Present (12 years)

Hrc Wealth Management, LLC

2012 - Present (12 years)

Hayden Ross, Pllc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cade Konen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hrc Wealth Management, LLC

Mark Watson
Moscow, ID
Nathan Strong
Moscow, ID
Cade Konen
Moscow, ID
Jerald Lewis
Moscow, ID
Eric Kiblen
Moscow, ID
Christopher Walker
Moscow, ID

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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