Unclaimed Profile

Barnett David Hellenbrand

HBW ADVISORY SERVICES LLC·SIMI VALLEY, California

SIE, Series 6, Series 7, Series 26, Series 63, Series 6518 years registeredHBW ADVISORY SERVICES LLC

2655 1ST STREET, SIMI VALLEY, CA 93065CRD# 1141518Firm CRD# 143665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barnett David Hellenbrand · SIMI VALLEY, CA

Registration

CRD #1141518 · HBW ADVISORY SERVICES LLC · 18 years registered

Brand Profile

Not yet started

Career History

HBW ADVISORY SERVICES LLC

Nov 2023 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Sep 2023

SIMI VALLEY, CA

CETERA ADVISOR NETWORKS LLC

Jun 2017 – Jun 2023

SIMI VALLEY, CA

HBW ADVISORY SERVICES LLC

Dec 2007 – Nov 2023

SIMI VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · December 11, 2007

Years registered · 18

Disclosure History

1974Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HBW ADVISORY SERVICES LLC

CRD 143665 · SEC 801-77333

AUM

$1.5B

Regulatory assets under management

Employees

13,885 client accounts

Services offered by HBW ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HBW ADVISORY SERVICES LLC →

Introduction

Speak with Barnett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barnett is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SIMI VALLEY?

Browse all registered financial advisors in SIMI VALLEY, California or claim this profile if it's yours.

Browse SIMI VALLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Barnett David Hellenbrand offer?

Barnett David Hellenbrand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMI VALLEY, California for a consultation.

What are Barnett David Hellenbrand's credentials?

Barnett David Hellenbrand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barnett David Hellenbrand located?

Barnett David Hellenbrand is based in SIMI VALLEY, California, working with HBW ADVISORY SERVICES LLC. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.

How does Barnett David Hellenbrand charge for services?

Barnett David Hellenbrand's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HBW ADVISORY SERVICES LLC?

HBW ADVISORY SERVICES LLC has approximately 67 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →