Hbks Wealth Advisors
Hbks Wealth Advisors (CRD# 112139) is a financial advisory firm headquartered in Erie, PA. They manage $5,570,269,830 in 17,566 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management5,570MILLION
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Total Number of Accounts17,566ACCOUNTS
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Average Account Value$317,105
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
Steven Swindler (CRD# 4840354) is an Investment Advisor Representative working at Hbks Wealth Advisors in Stuart, FL and has over 17 years of experience in the finance industry.
Thomas Taranto (CRD# 5471153) is an Investment Advisor Representative working at Hbks Wealth Advisors in Canfield, OH and has over 16 years of experience in the finance industry.
Brittany Taylor (CRD# 4599159) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 20 years of experience in the finance industry.
Shirley Trefelner (CRD# 6598962) is an Investment Advisor Representative working at Hbks Wealth Advisors in Warrendale, PA and has over 3 years of experience in the finance industry.
Keith A. Veres, CPA, CGMA (CRD# 6287321) is the Director of Corporate Finance and a Principal working at HBK CPA's & Consultants. Keith is also an Investment Advisor Representative working at Hbks Wealth Advisors in Fort Myers, FL and has over 2 years of experience in the finance industry.
Michael Wassmann (CRD# 5621134) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 12 years of experience in the finance industry.
Anthony Wauterlek (CRD# 2711220) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 28 years of experience in the finance industry.
Brian Welsh (CRD# 2090823) is an Investment Advisor Representative working at Hbks Wealth Advisors in Conshohocken, PA and has over 17 years of experience in the finance industry.
Steven Weryha (CRD# 6173134) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 10 years of experience in the finance industry.
Denise Williams (CRD# 6787171) is an Investment Advisor Representative working at Hbks Wealth Advisors in Naples, FL and has over 6 years of experience in the finance industry.