Carrie Houchins-Witt Tax and Financial Services LLC

Public-record details

Address

1303 5th Street, Suite 207, Coralville, IA 52241

Phone

(319) 358-2854

Listed under

Financial planning, Hourly fees

Legal name

Houchins-Witt, Carrie

CRD number

171715

Registration

State registered: IA

Compensation (Form ADV 5.E)

Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Educational seminars/workshops

Clients reported (Form ADV 5.D)

15

Individual / high-net-worth clients

6 / 9

Employees

4

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-29

State registered (IA) investment adviser, CRD 171715, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 171715 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.