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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HANKINSON WEALTH MANAGEMENT, INC.CRD Number: 116565Annual Amendment
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How to fill out hankinson wealth management inc

01
Visit the Hankinson Wealth Management Inc website or office.
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Gather all necessary documents, including financial statements, tax returns, and investment portfolios.
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Schedule a consultation with a wealth manager at Hankinson.
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During the meeting, outline your financial goals and objectives.
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Complete the required forms provided by the firm, detailing your financial situation.
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Discuss investment strategies and risk tolerance with the wealth manager.
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Review the proposed financial plan and make adjustments as needed.
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Sign the agreement to begin services with Hankinson Wealth Management.

Who needs hankinson wealth management inc?

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Individuals looking for personalized financial planning.
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Small business owners needing guidance on financial growth.
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Retirees seeking assistance with retirement income management.
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Anyone requiring help with investment strategies and portfolio management.
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Hankinson Wealth Management Inc. is a financial advisory firm that provides personalized investment management and financial planning services to individuals and businesses.
Individuals and entities that are clients of Hankinson Wealth Management Inc. may be required to file specific documents based on their investment activities, tax obligations, and compliance requirements.
To fill out forms related to Hankinson Wealth Management Inc., clients should gather their financial information, follow the instructions provided with the forms, and consult with their financial advisor if needed.
The purpose of Hankinson Wealth Management Inc. is to help clients achieve their financial goals through expert investment management and comprehensive financial planning.
Clients must report income, investment gains or losses, and any relevant financial transactions as required by the specific forms associated with Hankinson Wealth Management Inc.
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Investment Adviser Registration Form ADV Hankinson Wealth Management CRD Number 116565 Regulatory Assets Under Management Advisory Business Compliance Investment Advisory Services Financial Regulatory Reporting Investment Adviser representative SEC Registration

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