Corey Houchins-Witt
Carrie Houchins-Witt Tax and Financial Services · Coralville, Iowa
Corey Houchins-Witt is a fee-only financial advisor at Carrie Houchins-Witt Tax and Financial Services in Coralville, Iowa. Carrie Houchins-Witt Tax and Financial Services reports charging hourly fees on its Form ADV.
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Facts
| Firm | Carrie Houchins-Witt Tax and Financial Services |
|---|---|
| Based in | Coralville, Iowa |
| Fee model (firm's Form ADV) | Hourly |
| SEC registration | Investment adviser representative in IA · CRD 6909411 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.houchinswitt.com |
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Questions about Corey
Is Corey Houchins-Witt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Carrie Houchins-Witt Tax and Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Carrie Houchins-Witt Tax and Financial Services, reports charging hourly fees on its SEC Form ADV.
Where is Corey Houchins-Witt based?
Corey Houchins-Witt is based in Coralville, Iowa.
Is Corey Houchins-Witt registered with the SEC?
Yes. Corey Houchins-Witt is registered as an investment adviser representative in IA (CRD 6909411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Corey Houchins-Witt?
Through Corey's website, www.houchinswitt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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