Hawkins Wealth Management

Hawkins Wealth Management (CRD# 165615) is a financial advisory firm headquartered in North Liberty, IA. They manage $109,765,047 in 827 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    827
    ACCOUNTS
  • Average Account Value
    $132,727
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL

Financial Advisors at Hawkins Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Aaron M. Robertson
CRD#: 5598732
1210 Jordan St., Suite 3, North Liberty, IA 52317
96
Wealthminder
score

Aaron Robertson (CRD# 5598732) is an Investment Advisor Representative working at Hawkins Wealth Management in North Liberty, IA and has over 8 years of experience in the finance industry. Aaron Robertson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy R. Hawkins
CRD#: 2493240
1210 Jordan St., Suite 3, North Liberty, IA 52317
93
Wealthminder
score

Timothy Hawkins (CRD# 2493240) is an Investment Advisor Representative working at Hawkins Wealth Management in North Liberty, IA and has over 23 years of experience in the finance industry.

3
Brent R. Hawkins
CRD#: 6414752
1210 Jordan St., Suite 3, North Liberty, IA 52317
87
Wealthminder
score

Brent Hawkins (CRD# 6414752) is an Investment Advisor Representative working at Hawkins Wealth Management in North Liberty, IA and has 1 year of experience in the finance industry.

4
Adam R. Schweickert
CRD#: 6248537
1210 Jordan St., Suite 3, North Liberty, IA 52317
87
Wealthminder
score

Adam Schweickert (CRD# 6248537) is an Investment Advisor Representative working at Hawkins Wealth Management in North Liberty, IA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.