KH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
933 clients
Average Client Portfolio
$87K average
Assets Under Management
$81.0M
Fee Structure
This brochure supplement provides information about Kerry Hilsabeck. Please refer to the Financial Action, Inc. Brochure for fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax Planning
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Advisor Information
Office location
283 Washington St, Monument, CO, 80132
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerry is employed by Focus on the Family, a non-profit entity, in addition to his role as an investment advisor. The two roles are independent, and no compensation or referrals are exchanged between them.
Employment History
Current Registrations
Financial Action, INC.
May 2020 - Present · 5 yrs 8 mos
Previous Registrations
Alpers Financial Planning, INC.
April 2018 - June 2019 · 1 yr 2 mos
T. Rowe Price Advisory Services, INC.
September 2014 - September 2017 · 3 yrs
T. Rowe Price Investment Services, INC.Broker
June 2014 - September 2017 · 3 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.