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Daniel James Korhorn

HBW Advisory Services LLC

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About Daniel James Korhorn

Daniel James Korhorn is a financial advisor with HBW Advisory Services LLC. Daniel has been in the industry since 1998 and is registered to provide investment advice in Michigan. Daniel has experience with several firms, including HBW Securities LLC, American General Securities Incorporated and PFS Investments Inc. Daniel specializes in financial planning, educational seminars and selection of other advisors. Daniel works with clients to develop and implement investment strategies to meet their specific financial goals.

Firm Information

Daniel Korhorn 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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Daniel Korhorn’s Registration & Firm History

CA

01/05/2017 - Present

HBW Advisory Services LLC (SIMI VALLEY CA)

MI

02/16/2006 - 07/24/2017

HBW SECURITIES LLC (ADA MI)

AZ

01/18/2005 - 12/31/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

GA

02/05/1998 - 11/24/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Korhorn.
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