Hunter Schertz has been an investment adviser representative at Five Pine Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners. Hunter Schertz holds a Bachelor's degree with an emphasis in Finance from Brigham Young University-Idaho.
Five Pine Wealth Management Inc. is a Coeur D'Alene, ID firm with $192M under management, 350 clients and 3 advisers in one office, as of its February 2026 filing.
Hunter Schertz is Financial Advisor of Five Pine Wealth Management. He started at the firm in 2022 as a junior financial advisor, his second position in the industry after graduating. He works closely with clients in creating customized financial plans and helping them reach their long-term financial goals. He completed internships in wealth management, research analysis, and business development.
- Five Pine WealthCurrent– present · 4 yearsCoeur D'Alene, ID · Adviser representative · Firm CRD 317657
Investment adviser representative registrations
Hunter Schertz is registered as an investment adviser representative in Idaho, since August 2022.
- IdahoSince 15 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hunter William Schertz
- CRD
- 7615915
- Firm
- Five Pine Wealth Management · CRD 317657
- Office
- 250 NORTHWEST BLVD., SUITE 111, Coeur D'Alene, ID 83814
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fivepinewealth.com
Where does Hunter Schertz work?
Hunter Schertz is an investment adviser representative registered through Five Pine Wealth Management Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Hunter Schertz a financial advisor?
Yes. Hunter Schertz has a current investment-adviser registration in Idaho, through Five Pine Wealth Management since August 2022.
How many years of experience does Hunter Schertz have?
Hunter Schertz has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Hunter Schertz passed?
Hunter Schertz passed the Series 65 in June 2022.
Where is Hunter Schertz based?
Hunter Schertz’s registered office is in Coeur D'Alene, ID.
Is Hunter Schertz registered with FINRA?
No. Hunter Schertz has no current broker registration.
How can I verify Hunter Schertz’s record?
Search CRD 7615915 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hunter Schertz’s full registration record.
