HG
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Hunter Gietzen

7 Years of Experience
Bellevue, WA
BrokerSells Insurance

Hunter Gietzen is a registered investment advisor at Scs, based in Bellevue, WA, with 7 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
2,167 clients
Average Client Portfolio
$756K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.

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Location

10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Hunter is involved in several investment-related activities, including DBAs for LPL business and providing investment advisory services through SCS, an independent investment advisor firm. He also sells non-variable insurance.

Employment History
Current Registrations
Scs
December 2020 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLC
March 2019 - March 2021 · 2 yrs
Voya Financial Advisors, INC.
May 2018 - February 2019 · 9 mos
Voya Financial Advisors, INC.Broker
April 2018 - February 2019 · 10 mos
State Registrations14 states
AKAZCAFLGAMAMIMNNCORTNTXVAWA
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.