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Brett Dusch

Advisor at HBKS Wealth Advisors

Updated today

Location

Warrendale, PA 15086

Credentials

Series 66

Industry experience

9 years

Client services

Based on HBKS Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Based on HBKS Wealth Advisors

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Business exit / sale strategy

Occupation focus

Based on HBKS Wealth Advisors

Founder/Business Owner Executive

Demographic focus

Based on HBKS Wealth Advisors

HENRY (High Earners, Not Rich Yet) Approaching retirement Mid-Career Professionals

Fee options

Fixed

Financial planning fixed fees typically range from $500 to $20,000; high net worth services may be charged fixed fees.

Percentage

$0+: Up to 2.75% annually, tiered discounts apply but full tier breakdown not specifically detailed in brochure N/A - N/A: Fees may be negotiated or discounted based on several factors including account size, related accounts, complexity, etc.

Commissions

Clients may engage HBKS representatives as registered representatives of a broker-dealer to purchase products on a commission basis; commissions vary and may include 12b-1 fees and referral fees for investment banking services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour; asset acquisition and sale consulting may also be charged hourly.

Other

Fee-only: Financial planning fixed fees ranging from $500 to $20,000; hourly fees $100 to $500 per hour; ongoing fixed annual fees starting at $500; percentage of assets under advisement up to 2.75%

Location

200 Pinewood Lane, Suite 204

Warrendale, PA 15086

Most active in

Pennsylvania

Work history

HBK Sorce Insurance LLC

2022 - Present (4 years)

Purshe Kaplan Sterling

2021 - Present (5 years)

HBKS Wealth Advisors

2021 - Present (5 years)

Federated Global Investment Management Corp

2016 - 2021 (5 years)

MDT Advisers, A Division of Federated MDTA LLC

2016 - 2021 (5 years)

Federated Investment Counseling

2016 - 2021 (5 years)

Federated Hermes Inc.

2016 - 2021 (5 years)

Federated Securities Corp

2016 - 2021 (5 years)

Penn State University

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd D

Series 63, Series 65

Wexford, PA

Expert Financial Services, LLC

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Options & derivatives strategies Real estate investing
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Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
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Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a financial advisor at Block House Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kovitz Investment Group Partners, Fort Pitt Capital Group, and Fiducia Investment Research. Block House Investments, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on publicly traded equities through fundamental analysis and long-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts under discretionary authority, emphasizing tailored investment strategies based on clients’ goals, income, tax considerations, and risk tolerance.

Active portfolio management
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Patrick D

CFP®, Series 63, Series 65

Wexford, PA

Drazga Wealth Advisors, LLC

Patrick Drazga is the principal of Drazga Wealth Advisors, LLC in Wexford, PA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience and has led his independent firm since 2009. Drazga maintains his life and health insurance licenses and is able to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm’s investment approach centers on asset allocation with strategic and tactical adjustments, offering customized portfolios that may include mutual funds, ETFs, REITs, fixed income, and individual securities, supported by ongoing monitoring and institutional research.

General retirement planning Income planning Charitable giving tax strategies General estate planning guidance College savings (529s, UTMA, etc.)
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Wayne K

CFP®, Series 63, Series 65

Wexford, PA

Green Trail Investments, LLC

Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance
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Ian W

CFP®, Series 66

Gibsonia, PA

All-Pro Advisors LLC

Ian Wild is a CFP® professional with nine years of experience in financial advising. He is the principal of All-Pro Advisors LLC and has previously worked at Greenrose Wealth Management, Origin Financial, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Ian also has experience with the Winnipeg Blue Bombers and Toronto Argonauts football clubs. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and primarily uses passive investment strategies through index mutual funds and ETFs, offering tailored plans without a firmwide account minimum.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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