HBW Financial Advisors

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About HBW Financial Advisors

At HBW Advisory Services we provide investment management and strategic wealth planning that is unique to every client. Our primary focus is to provide objective opinions, the best interest of each client that are designed to pursue long-term investment results.

Our Financial Advisors are fiduciaries that are required by law to give advice that is in the best interest of the client. We work together to provide the highest levels of trust, integrity and respect while always collaborating to create custom solutions. Our Advisors are dedicated to professionally supporting, educating, and providing informed direction to every client.

An HBW professional can help individuals, families, and businesses take action and implement strategies that align their money choices with their core values and goals.

Simply put, we strive to be our client's trusted advisor.

See Disclosures

General Information

Firm Start Year

2008

CRD#

4719570

Firm CRD#

143665

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

HBW Advisory Services LLC - Investment Adviser Representative (2010 - Present) Jones Financial Network Inc. dba HBW Financial Advisors - President/CEO and Financial Advisor (2018 - Present) Cetera Advisor Networks LLC - Registered Representative (2017 - 2022); Investment Adviser Representative (2017 - 2020) HBW Securities LLC - Registered Representative (2006 - 2017) American General Securities Incorporated - Registered Representative (2004 - 2005) PFS Investments Inc. - Registered Representative (2003 - 2004)

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English and Spanish

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

SIE, Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

https://adviserinfo.sec.gov/individual/summary/4719570

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894768/paladinregistry-HBW-Financial-Advisors-detailed-disclosure.html

Paladin Advisors

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