Ian Tate Kloc
Investment adviser representative at Boyce & Associates Wealth Consulting, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$244.6MFirm 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 assetsFixed 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
14 years in the industry.
- Boyce & Associates Wealth Consulting, Inc.Aug 2022 to now
- Bka Wealth Consulting, Inc.Jul 2022 to now
- Watkins Insurance GroupMay 2021 to Jun 2022
- True Light PoolsMay 2020 to Sep 2020
- Heb- Store 26Jun 2019 to Jan 2022
- StudentJul 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Boyce & Associates Wealth Consulting, Inc.
$244.6MAssets managed
268Clients
8Advisers
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
- 7592205
- Firm CRD
- 288157