Roy Hucke has been Managing Member / CCO of Credentialed Wealth Advisors since January 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Credentialed Wealth Advisors, LLC is a Johnstown, CO firm with $140M under management, 302 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Roy Hucke is Co-Founder and Principal Advisor of Credentialed Wealth Advisors, based in Johnstown, CO. Hucke is also COO and Head of Education of the firm. A former high school math teacher, he became a financial advisor in 2009.
Roy Hucke’s longest registration was 11 years at Edward Jones (2009–2021). Before joining Credentialed Wealth Advisors in 2021, Roy Hucke was registered through Edward Jones.
- – present · 5 yearsJohnstown, CO · Adviser representative · Firm CRD 312517
- Edward Jones– · 11 yearsJohnstown, CO · Adviser representative · Firm CRD 250
Professional designations
Listed by Credentialed Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Roy Hucke is registered as an investment adviser representative in Colorado, since March 2021.
- ColoradoSince 2 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 August 2009 |
| Series 7 | General Securities Representative Examination | 7 August 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Roy Adam Hucke
- CRD
- 5681858
- Firm
- Credentialed Wealth Advisors · CRD 312517
- Role
- Managing Member / CCO
- Office
- 3 SOUTH PARISH AVENUE, Johnstown, CO 80534
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- credentialedwealth.com
Where does Roy Hucke work?
Roy Hucke has been Managing Member / CCO of Credentialed Wealth Advisors, LLC since January 2021, and is a control person of the firm.
Is Roy Hucke a financial advisor?
Yes. Roy Hucke has a current investment-adviser registration in Colorado, through Credentialed Wealth Advisors since March 2021.
How many years of experience does Roy Hucke have?
Roy Hucke has 17 years in the financial industry, since August 2009, across 2 adviser firms.
What exams has Roy Hucke passed?
Roy Hucke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2009. FINRA credited Roy Hucke with the SIE, which began in October 2018.
Where did Roy Hucke work before Credentialed Wealth Advisors?
Before Credentialed Wealth Advisors, Roy Hucke was registered through Edward Jones, August 2009 to March 2021.
Where is Roy Hucke based?
Roy Hucke’s registered office is in Johnstown, CO.
Is Roy Hucke registered with FINRA?
No. Roy Hucke has no current broker registration.
Is Roy Hucke a CFP?
Credentialed Wealth Advisors lists Roy Hucke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Roy Hucke’s record?
Search CRD 5681858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roy Hucke’s full registration record.
