Kent David Aloia
Investment adviser representative at H Financial Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$621.9MFirm 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
Experience
17 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- H Financial ManagementJun 2009 to now
- Triad Advisors, Inc.Jun 2009 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
H Financial Management
Legal name: Hoge Financial Services, LLC
$621.9MAssets managed
557Clients
6Advisers
17 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
- 5415643
- Firm CRD
- 148209