Barnett David Hellenbrand
Professional Summary
Barnett David Hellenbrand, who also goes by Barney Hellenbrand, is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Eagle, Idaho. Barnett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Barnett has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Barney Hellenbrand
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
HBW ADVISORY SERVICES LLC
Contact Information
Main Address
2655 1st Street Suite 250, Simi Valley, CA 93065Mailing Address
P.o. Box 2049, Simi Valley, CA 93062Phone Number
(800) 473-3856# of Employees
72SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,679AUM (Assets Under Management)
$1,747,369,322Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
HBW ADVISORY SERVICES LLC
State Registrations and Notice Filings
(12/18/2023)
(11/2/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1983About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 1988About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Barnett David Hellenbrand's CRS (Customer Relationship Summary).
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