Wealth Manager & Educator
Kalyn is a wife of 12 years, daughter, sister, auntie, cousin and friend for life. She is a small-business owner, school teacher, community volunteer, hard-working, real world rural American. Kalyn enjoys many activities in addition to; running, skiing, time spent horseback with her family, friends and faithful dog Max, working cattle, reading and yard work.
The Kalyn Hochstrat Investment Advisor LLC. team is committed to tailoring its services to meet the unique individual needs and preferences of those they serve ~ in a relaxed, personable, yet professional manner. Over time, building and nurturing, life-long relationships with those they serve. They understand the focus of their business is to serve their clients, helping clients get the most value from their financial resources and be able to focus on what is truly important in their lives.
Boise State University - 2010
M.S. in Personal Finance & Wealth Management - 2019
Series 7: 44877
Series 66: 4/22/2023
Idaho Registered Investment Advisor Firm
Small Business Owner, 14+ years in business
Idaho Education Credential Exp: 08/31/2020
KALYN CHOOSES TO SUPPORT LOCAL ORGANIZATIONS AND EVENTS THAT PROMOTE DYNAMIC HEALTH, LITERACY, THE ARTS, LOCAL CULTURE AND COMMUNITY, such as:
Rush Creek Stampede ~ Every October!
Students of the Weiser, Midvale and Cambridge School Districts
TOP 10 FAVORITE PERSONAL FINANCE BOOKS:
KALYN'S SUPPORT NETWORK
TOP 5 FAVORITE PERSONAL FINANCE PODCASTS:
Client Account Custodian & Broker
CUSTODIAN: A third party financial institution that holds customer securities for safekeeping to minimize the risk of theft or loss. A custodian holds securities and other assets in electronic or physical form.
BROKER: A broker executes orders on behalf of clients. This means the entity through which investors hold a brokerage account. It generally means the entity who helps buy and sell securities.