Barnett Hellenbrand, financial advisor Eagle ID

Barnett Hellenbrand

CRD Number: 1141518
Current Firm: Hbw Advisory Services LLC

Barnett Hellenbrand (CRD# 1141518) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Eagle, ID and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Aviara Simi Valley, CA Jan 2018 - Current 6
Barney Hellenbrand Simi Valley, CA Jan 2008 - Current 16
Hbw Advisory Services LLC Simi Valley, CA Apr 2007 - Current 17
Hbw Insurance & Financial Services Inc. Simi Valley, CA Aug 1991 - Current 32
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Aug 2023 < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2017 - Aug 2023 6
Hbw Securities LLC Simi Valley, CA Aug 2005 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Barnett D. Hellenbrand
Phone Number: 800-473-3856
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    1,135
    MILLIONS
  • Total Number of Accounts
    12,974
    ACCOUNTS
  • Average Account Value
    $87,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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