Advisor at HBW Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HBW Advisory Services LLC
Location
Mayfield, KY
Credentials
Series 63, Series 65
Industry experience
12 years
Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.
$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)
Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.
Up to $300 per hour for financial planning and consulting services.
Elite Marketing Group
2018 - 2019 (1 year)
HBW Advisory Services LLC
2017 - Present (9 years)
Blue Diamond Financial Coaching LLC
2017 - Present (9 years)
Cetera Advisor Networks Llc
2017 - 2023 (6 years)
HBW Tax Partners Services LLC
2016 - 2018 (2 years)
Jamison Imhoff
2014 - 2019 (5 years)
Hbw Securities Llc
2014 - 2017 (3 years)
Hbw Insurance & Financial Services, Inc.
2012 - Present (14 years)
Blue Diamond Financial Solutions
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Mayfield, KY
Edward Jones
CFP®, Series 65
Mayfield, KY
Fire Wealth Management, LLC
Series 66
Mayfield, KY
Edward Jones
Series 66
Fancy Farm, KY
LPL Enterprise
Series 66
Murray, KY
LPL Financial
Series 63, Series 66
Mayfield, KY
Edward Jones
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