Victor Thomas Cunningham
Investment adviser representative at The Hoerner Planning Group, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Hoerner Planning Group, LLCJul 2024 to now
- Third Avenue ManagementSep 2017 to Jun 2024
- UnemployedJan 2017 to Aug 2017
- Third Avenue ManagementFeb 2012 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Hoerner Planning Group, LLC
$1.7BAssets managed
432Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512959
- Firm CRD
- 139464