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Doug Kalleen Eidd

Investment adviser representative at Hub Investment Partners, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$11.9BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Hub Investment Partners, LLCMay 2026 to now
  2. TIAADec 2015 to Apr 2026
  3. TIAA-CREF Individual & Institutional Services, LLCDec 2015 to Apr 2026

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 4 states (KS, OK, TX, WA).

Hub Investment Partners, LLC

$11.9BAssets managed
6,127Clients
118Advisers
6 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
5381946
Firm CRD
307956
Advisor's SEC record (opens in a new tab)
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