Heather Sue Hoch
Investment adviser representative at Ifg Advisory, LLC
15 yearsExperience
1 stateRegistered in
$4.8BFirm assets
12 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 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
15 years in the industry.
- Ifg Advisory, LLCOct 2021 to now
- Ifg Advisory, LLC d/b/a Stark Financial StrategiesSep 2021 to now
- Onewealth Investment Management, LLCJan 2018 to Sep 2021
- One Wealth, LLCAug 2017 to Sep 2021
- Jefferson City SchoolsNov 2011 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 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
- 6904196
- Firm CRD
- 168012