Ian Kloc has been an investment adviser representative at Boyce & Associates Wealth Consulting since August 2022, and is not listed among the firm’s executive officers or direct owners. Ian Kloc holds a Bachelor of Science in Agricultural Economics from Texas A&M University.
Boyce & Associates Wealth Consulting, Inc. is a Cedar Park, TX firm with $245M under management, 268 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Ian Kloc is Vice President, Financial Planning at Boyce & Associates Wealth Consulting. He joined the firm in 2022 as an analyst and helped conduct research for clients' portfolios, and his interests then moved toward financial planning, particularly retirement, tax and charitable planning. He is also a large part of A+ College Planning, a subsidiary business of the firm, which helps families use strategies to minimize the cost of a student's education.
- – present · 4 yearsCedar Park, TX · Adviser representative · Firm CRD 288157
Professional designations
Listed by Boyce & Associates Wealth Consulting
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Ian Kloc is registered as an investment adviser representative in Texas, since August 2022.
- TexasSince 30 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ian Tate Kloc
- CRD
- 7592205
- Firm
- Boyce & Associates Wealth Consulting · CRD 288157
- Office
- 3109 KENAI DR., STE 107, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boycewealth.com
Where does Ian Kloc work?
Ian Kloc is an investment adviser representative registered through Boyce & Associates Wealth Consulting, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ian Kloc a financial advisor?
Yes. Ian Kloc has a current investment-adviser registration in Texas, through Boyce & Associates Wealth Consulting since August 2022.
How many years of experience does Ian Kloc have?
Ian Kloc has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Ian Kloc passed?
Ian Kloc passed the Series 65 in August 2022.
Where is Ian Kloc based?
Ian Kloc’s registered office is in Cedar Park, TX.
Is Ian Kloc registered with FINRA?
No. Ian Kloc has no current broker registration.
Is Ian Kloc a CFP?
Boyce & Associates Wealth Consulting lists Ian Kloc with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify Ian Kloc’s record?
Search CRD 7592205 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Kloc’s full registration record.
