Allison Nicole Kreikemeier
Investment adviser representative at Hbe Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$277.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Hbe Wealth Management, LLCJan 2021 to now
- Hbe LLPJan 2019 to Dec 2020
- University of NebraskaAug 2018 to May 2022
- Hbe LLPFeb 2018 to Dec 2018
- Pius X High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, NE).
Hbe Wealth Management, LLC
$277.4MAssets managed
258Clients
5Advisers
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
- 7580019
- Firm CRD
- 128315