Hbw Advisory Services LLC

Hbw Advisory Services LLC (CRD# 143665) is a financial advisory firm headquartered in Simi Valley, CA. They manage $240,841,044 in 3,782 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    3,782
    ACCOUNTS
  • Average Account Value
    $63,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
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.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Hbw Advisory Services LLC
Showing 1 - 10 of 50 top financial advisors.
1
Joel D. Broersma
CRD#: 2779679
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
96
Wealthminder
score

Joel Broersma (CRD# 2779679) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry. Joel Broersma 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
William S. Murray
CRD#: 2779868
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
96
Wealthminder
score

William Murray (CRD# 2779868) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry. William Murray 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.

3
Trenton G. Banwart
CRD#: 4302053
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Trenton Banwart (CRD# 4302053) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 16 years of experience in the finance industry.

4
Louis M. Barrio
CRD#: 2805927
25129 The Old Road, #104, Stevenson Rnach, CA 91381
93
Wealthminder
score

Louis Barrio (CRD# 2805927) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Stevenson Rnach, CA and has over 19 years of experience in the finance industry.

5
Joseph A. Bonanno
CRD#: 1907829
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Joseph Bonanno (CRD# 1907829) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 27 years of experience in the finance industry.

6
Jodi F. Brush
CRD#: 4651524
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Jodi Brush (CRD# 4651524) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 13 years of experience in the finance industry.

7
Manuel M. Campins
CRD#: 5648122
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Manuel Campins (CRD# 5648122) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 7 years of experience in the finance industry.

8
Jennifer L. Clark
CRD#: 4499672
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Jennifer Clark (CRD# 4499672) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 11 years of experience in the finance industry.

9
Jeffrey E. Dennison
CRD#: 5701934
214 South Main Street, Fayetteville, TN 37334
93
Wealthminder
score

Jeffrey Dennison (CRD# 5701934) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Fayetteville, TN and has over 7 years of experience in the finance industry.

10
Roland H. Dortch
CRD#: 1994613
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Roland Dortch (CRD# 1994613) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 27 years of experience in the finance industry.

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