Hbks Wealth Advisors

Hbks Wealth Advisors (CRD# 112139) is a financial advisory firm headquartered in Erie, PA. They manage $1,836,035,004 in 6,823 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,836
    MILLION
  • Total Number of Accounts
    6,823
    ACCOUNTS
  • Average Account Value
    $269,095
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Hbks Wealth Advisors
Showing 1 - 10 of 49 top financial advisors.
1
Kerri A. Goldsmith
CRD#: 5768742
8010 Summerlin Lakes Drive, Suite 200, Fort Myers, FL 33907
103
Wealthminder
score

Kerri Goldsmith (CRD# 5768742) is an Investment Advisor Representative working at HBKS Wealth Advisors in Fort Myers, FL and has over 6 years of experience in the finance industry. Kerri Goldsmith 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
Scott A. Cross
CRD#: 3155528
Zuck Road Office Park, 5121 Zuck Road, Erie, PA 16506
96
Wealthminder
score

Scott Cross (CRD# 3155528) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 17 years of experience in the finance industry.

3
Ryan H. Furtwangler
CRD#: 4679131
1000 Se Monterey Commons Blvd., Stuart, FL 34996
96
Wealthminder
score

Ryan Furtwangler (CRD# 4679131) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 13 years of experience in the finance industry. Ryan Furtwangler 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.

4
Brian W. Mallette
CRD#: 5558454
3838 Tamiami Trail N, Suite 410, Naples, FL 34103
96
Wealthminder
score

Brian Mallette (CRD# 5558454) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 8 years of experience in the finance industry. Brian Mallette 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.

5
Richard C. Morrow
CRD#: 4297229
6603 Summit Drive, Canfield, OH 44406
96
Wealthminder
score

Richard Morrow (CRD# 4297229) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has over 15 years of experience in the finance industry. Richard Morrow 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.

6
Steven M. Rinn
CRD#: 4560632
5121 Zuck Road, Erie, PA 16506
96
Wealthminder
score

Steven Rinn (CRD# 4560632) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 13 years of experience in the finance industry. Steven Rinn 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.

7
Stephen C. Schramm
CRD#: 4528357
1000 Se Monterey Commons Blvd., #101, Stuart, FL 34996
96
Wealthminder
score

Stephen Schramm (CRD# 4528357) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 17 years of experience in the finance industry. Stephen Schramm 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.

8
Brian S. Sommers
CRD#: 1487020
5121 Zuck Road, Erie, PA 16506
96
Wealthminder
score

Brian Sommers (CRD# 1487020) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 16 years of experience in the finance industry.

9
Christopher N. Sorce
CRD#: 820111
235 West 6th Street, Erie, PA 16507
96
Wealthminder
score

Christopher Sorce (CRD# 820111) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 32 years of experience in the finance industry. Christopher Sorce 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.

10
Gregory J. Sorce
CRD#: 1062285
235 West 6th Street, Erie, PA 16507
96
Wealthminder
score

Gregory Sorce (CRD# 1062285) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 34 years of experience in the finance industry. Gregory Sorce 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.

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