Shania Uhteg
Investment adviser representative at Hbks Wealth Advisors
13 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 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
Experience
13 years in the industry.
- Hbk Sorce Insurance LLCAug 2022 to now
- Hbks Wealth AdvisorsFeb 2020 to now
- State University of New York At FredoniaSep 2016 to May 2019
- Weber City DeliJan 2013 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 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
- 7014993
- Firm CRD
- 112139