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Barnett David Hellenbrand

HBW Advisory Services LLC

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About Barnett David Hellenbrand

Barnett Hellenbrand is an investment advisor representative associated with HBW Advisory Services LLC, registered in California and Idaho. Barnett has been in the financial services industry for over 30 years and has held previous roles with companies like CETERA ADVISOR NETWORKS LLC, HBW SECURITIES LLC, and AMERICAN GENERAL SECURITIES INCORPORATED. Barnett is a Series 6, 7, 26, 63 and 65 licensed professional. Barnett's expertise includes financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Barnett has a broad experience working with clients of different backgrounds and has been serving clients for over 30 years.

Firm Information

Barnett Hellenbrand is currently registered with HBW Advisory Services LLC. HBW Advisory Services LLC is a financial advisor based in Simi Valley, CA. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. HBW Advisory Services serves a variety of clients, including individuals, corporations, and high-net-worth individuals. They have over 60 investment advisor representatives and 55 licensed agents, and manage over $1.4 billion in assets.
HBW Advisory Services LLC

2655 1ST STREET

SIMI VALLEY, CA 93065

$1.48B

Assets Under Management

15

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barnett Hellenbrand’s Registration & Firm History

ID

11/02/2023 - Present

HBW Advisory Services LLC (EAGLE ID)

CA

06/26/2017 - 09/01/2023

CETERA ADVISOR NETWORKS LLC (SIMI VALLEY CA)

CA

11/28/2005 - 08/01/2017

HBW SECURITIES LLC (SIMI VALLEY CA)

CA

10/31/2003 - 12/31/2005

AMERICAN GENERAL SECURITIES INCORPORATED (SIMI VALLEY CA)

OH

01/01/2002 - 10/31/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

07/22/1999 - 01/01/2002

IAC SECURITIES, INC. (TINLEY PARK IL)

IL

12/08/1998 - 06/25/1999

CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)

CA

04/02/1997 - 12/31/1997

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

06/29/1992 - 03/11/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

SD

07/26/1989 - 12/02/1991

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

07/05/1983 - 08/05/1989

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/10/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Barnett David Hellenbrand. Review regulatory record here.
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