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Kalyn Hochstrat

Advisor at Hochstrat Investments LLC

Updated today

Location

Midvale, ID

Credentials

Series 66

Industry experience

10 years

About

Kalyn Hochstrat is a financial advisor at Hochstrat Investments LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hershey Investments and Woodbury Financial Services Inc. Outside of advising, she serves as an at-large board member for the Midvale Community Partners nonprofit and is co-owner of Brian Hochstrat Inc. Hochstrat Investments LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a client-centered approach using passive investment vehicles combined with fundamental, technical, and cyclical analysis, providing non-discretionary portfolio supervision alongside business planning and educational seminars.

Client services

Based on Hochstrat Investments LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Hochstrat Investments LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Business ownership considerations

Fee options

Fixed

$500 per talk for educational seminars/speaking engagements

Percentage

1% annually

Location

Midvale, ID

Most active in

Idaho

Work history

Kalyn Hochstrat | Investment Advisor LLC

2015 - Present (11 years)

Hershey Investments

2015 - 2017 (2 years)

Woodbury Financial Services Inc

2015 - 2017 (2 years)

Brian Hochstrat Saddlery & Engraving

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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