EH
EH

Erin Hoestje

11 Years of Experience
Lenexa, KS
1 DisclosureBroker

Erin Hoestje is a registered investment advisor, based in Lenexa, KS, with 11 years of industry experience.

Location

Lenexa, KS

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2019
Final
Other Business Activities

Erin owns rental property with John Hoestje since 2012. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Corecap Investments, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Corecap Investments, LLC
July 2022 - Present · 3 yrs 10 mos
Corecap Advisors
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - June 2022 · 1 yr 2 mos
Ae Financial Services, LLCBroker
March 2021 - June 2022 · 1 yr 3 mos
Waddell & ReedBroker
October 2015 - February 2021 · 5 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - September 2006 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - September 2006 · 1 yr
State Registrations2 states
KSMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Erin Hoestje - Financial Advisor | TrueAdvisor