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Kalyn Dawn Hochstrat

Advisor at Hochstrat Investments LLC — Midvale, ID

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Credentials

Series 66

Experience

10 years

Location

Midvale, ID

Hochstrat Investments LLC logo

Hochstrat Investments LLC

Independent

Total advisors

1

Clients per advisor

27 High

Avg AUM per client

$131,140 Very Low

HNW client ratio

0% Low

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

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Fee options

Fixed

$500 per talk for educational seminars/speaking engagements

Percentage

1% annually

Location

Midvale, ID

Midvale ID

Advisors at this office

1

Most active in

Idaho

Work history

10 years of industry experience

Kalyn Hochstrat | Investment Advisor LLC

2015 - Present • 11 years

Midvale, ID

Hershey Investments

2015 - 2017 • 2 years

Payette, ID

Woodbury Financial Services Inc

2015 - 2017 • 2 years

Payette, ID

Brian Hochstrat Saddlery & Engraving

2004 - Present • 22 years

Midvale, ID

Disclosures

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Business activities & affiliations

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