DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

Jennifer Michelle Hipkiss

Advisor at FIDUCIAONE

Pewaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9155261-d597-1ad4-684c-5f25e544791d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIDUCIAONE
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 19, 2014
First registration: Feb 18, 2014
Dual registered: no
Other names: JENNIFER LAMANTIA|jennifer hipkiss|JENNIFER MICHELLE HIPKISS|Jennifer LaMantia|JENNIFER M HIPKISS
IAPD individual key: 4067352

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Fiduciaone	State registered	Sep 20, 2023	n/a	yes	Pewaukee, WI	Current employment
HARBOUR INVESTMENTS, INC.	Independent wealth	Aug 6, 2019	Sep 20, 2023	no	Waukesha, WI	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jul 5, 2019	Jul 18, 2019	no	OCONOMOWOC, WI\|MADISON, WI	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Feb 23, 2017	Mar 29, 2019	no	New Berlin, WI\|MADISON, WI	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Feb 18, 2014	Mar 6, 2015	no	SAN DIEGO, CA\|Milwaukee, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARBOUR INVESTMENTS, INC.	Fiduciaone	Sep 20, 2023	Sep 20, 2023	0	Firm change	RIA to state RIA
THRIVENT INVESTMENT MANAGEMENT INC.	HARBOUR INVESTMENTS, INC.	Jul 18, 2019	Aug 6, 2019	19	Firm change	Ibd to RIA
CUSO FINANCIAL SERVICES, L.P.	THRIVENT INVESTMENT MANAGEMENT INC.	Mar 6, 2015	Feb 23, 2017	720	Firm change after gap	Other

Relationships

Registered with (4)

→ FIDUCIAONERegistered adviserregistration: current employment
Sep 20, 2023 to presentfactForm ADV
→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 6, 2019 to Sep 20, 2023factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jul 5, 2019 to Jul 18, 2019factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Feb 18, 2014 to Mar 6, 2015factForm ADV

Dated events

Occurred
Sep 20, 2023
Advisor changed firm
Jennifer Michelle Hipkiss left Harbour Investments, Inc. for Fiduciaone (registered 2023-09-20)
Form ADVobserved 6 days ago