Wendie
Hohman
Integrated Advisors Network LLC
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About this Advisor
Wendie Hohman is a financial advisor working in Bend, Oregon with 4 years of industry experience. Hohman is an advisor for Integrated Advisors Network LLC. During their career, the advisor has held roles at Ubs Financial Services Inc and Integrated Advisors Network, LLC. Hohman has Series 63 and Series 66 licenses, certifying them as a securities representative, and can serve investors in California, Oregon and Washington. Integrated Advisors Network LLC is an advisory company that has its headquarters in Dallas, TX. The firm has offices in 39 locations and a total of 81 employees. It administers $4 billion in assets under management across its 11,258 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 11,258 customer accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees depend on which services the firm provides the client. However, fee types charged by Integrated Advisors Network LLC most likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Wendie Hohman Work History
Wendie has been registered as a financial advisor for 4 years.*
Integrated Advisors Network, LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wendie Hohman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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