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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 →Employment History
Current Registrations
Financial Action, INC.
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Kassira Wealth Management, LLC
February 2022 - April 2024 · 2 yrs 2 mos
T. Rowe Price Advisory Services, INC.
January 2020 - February 2022 · 2 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
September 2017 - February 2022 · 4 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.