Hunter William Schertz
Investment adviser representative at Five Pine Wealth
14 yearsExperience
1 stateRegistered in
$191.8MFirm assets
2 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
14 years in the industry.
- D. Lish's Restaurant Group LLCJul 2024 to now
- Five Pine WealthAug 2022 to now
- Five Pine Wealth ManagementAug 2022 to now
- United Site ServicesApr 2021 to Jul 2022
- Rocking W Energy ServicesSep 2020 to Jul 2022
- Timberline AdventuresJun 2020 to May 2021
- Signal Mountain LodgeApr 2019 to Sep 2019
- Full Time StudentAug 2012 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
Five Pine Wealth
Legal name: Five Pine Wealth Management Inc.
$191.8MAssets managed
350Clients
3Advisers
2 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
- 7615915
- Firm CRD
- 317657