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Roy Adam Hucke

Investment adviser representative at Credentialed Wealth Advisors, LLC
17 yearsExperience
1 stateRegistered in
$139.8MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

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.

  1. Credentialed Wealth Advisors, LLCMar 2021 to now
  2. Edward JonesJun 2009 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (CO).

Credentialed Wealth Advisors, LLC

$139.8MAssets managed
302Clients
3Advisers
5 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
5681858
Firm CRD
312517
Advisor's SEC record (opens in a new tab)
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