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Michael Hou

Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 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 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
  • Seminars and workshops

Experience

11 years in the industry.

  1. E.A Buck InsuranceMay 2025 to now
  2. Buck Wealth Strategies, LLCJan 2024 to now
  3. Buck Financial ServicesJan 2024 to now
  4. Madison Avenue SecuritiesJan 2024 to now
  5. Retirement Partners of HawaiiMay 2023 to Jan 2024
  6. United States Marine CorpsJan 2019 to May 2023
  7. DevereauxOct 2018 to Jan 2019
  8. GapMay 2018 to Oct 2018
  9. Georgetown UniversityAug 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (HI).

Buck Wealth Strategies, LLC

$1.6BAssets managed
2,948Clients
50Advisers
4 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
7745223
Firm CRD
322138
Advisor's SEC record (opens in a new tab)
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