Barnett D. Hellenbrand

HBW ADVISORY SERVICES LLC

EAGLE, ID

Some features on this profile are disabled

CRD#: 1141518

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barney Hellenbrand

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.

1. NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICIES START DATE: 04/2007 POSITION/TITLE/RELATIONSHIP: CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CEO - DAY TO DAY OPERATIONS 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 4.NAME OF OTHER BUSINESS: AVIARA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 1/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: REFFERALS BRIEF DESCRIPTION OF DUTIES: REFFERALS TO REAL ESTATE AGENT AND RECEIVE COMMISION IF RESULTS IN PURCHASE OF HOUSE 5.NAME OF OTHER BUSINESS: BARNEY HELLENBRAND INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WRITING START DATE: 1/2008 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AUTHOR BRIEF DESCRIPTION OF DUTIES: BOOKS ABOUT INVESTING IN YOUR OWN BUSINESS AND OUTSIDE YOUR BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barnett David Hellenbrand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2023 - Present

HBW ADVISORY SERVICES LLC

RIA

CRD#: 143665

EAGLE, ID

Past

June 29, 2023 - September 1, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SIMI VALLEY, CA

Past

June 26, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SIMI VALLEY, CA

Past

June 26, 2017 - September 1, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SIMI VALLEY, CA

Past

December 11, 2007 - November 1, 2023

HBW ADVISORY SERVICES LLC

RIA

CRD#: 143665

SIMI VALLEY, CA

Past

November 28, 2005 - August 1, 2017

HBW SECURITIES LLC

CRD#: 136959

SIMI VALLEY, CA

Past

October 31, 2003 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

SIMI VALLEY, CA

Past

January 1, 2002 - October 31, 2003

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

July 22, 1999 - January 1, 2002

IAC SECURITIES, INC.

CRD#: 14081

TINLEY PARK, IL

Past

December 8, 1998 - June 25, 1999

CARDINAL INVESTMENTS, INC.

CRD#: 36838

COLUMBIA, IL

Past

April 2, 1997 - December 31, 1997

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

June 29, 1992 - March 11, 1997

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Past

July 26, 1989 - December 2, 1991

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

SIOUX FALLS, SD

Past

July 5, 1983 - August 5, 1989

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HBW ADVISORY SERVICES LLC

CRD#: 143665 / SEC#: 801-77333

RIA

Registered Investment Advisory firm - (11/7/2012 Approved)

Alabama

Registered Investment Advisory firm - (12/13/2012 Terminated)

Arizona

Registered Investment Advisory firm - (12/13/2012 Terminated)

California

Registered Investment Advisory firm - (1/12/2013 Terminated)

Colorado

Registered Investment Advisory firm - (12/13/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (1/15/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/13/2012 Terminated)

Georgia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Illinois

Registered Investment Advisory firm - (11/7/2012 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2012 Terminated)

Iowa

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kansas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kentucky

Registered Investment Advisory firm - (12/13/2012 Terminated)

Missouri

Registered Investment Advisory firm - (12/13/2012 Terminated)

Nevada

Registered Investment Advisory firm - (1/13/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/18/2012 Terminated)

New Mexico

Registered Investment Advisory firm - (12/13/2012 Terminated)

New York

Registered Investment Advisory firm - (12/13/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (12/13/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oregon

Registered Investment Advisory firm - (12/19/2012 Terminated)

Tennessee

Registered Investment Advisory firm - (12/21/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Virginia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Washington

Registered Investment Advisory firm - (12/13/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/13/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/18/2023)

IAR

Idaho
(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

State Security Law Exam

IAR

Series 65

Date: 12/10/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/1/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/15/1988

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HBW ADVISORY SERVICES LLC

CRD#: 143665 / SEC#: 801-77333

RIA

Registered Investment Advisory firm - (11/7/2012 Approved)

Alabama

Registered Investment Advisory firm - (12/13/2012 Terminated)

Arizona

Registered Investment Advisory firm - (12/13/2012 Terminated)

California

Registered Investment Advisory firm - (1/12/2013 Terminated)

Colorado

Registered Investment Advisory firm - (12/13/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (1/15/2013 Terminated)

Florida

Registered Investment Advisory firm - (12/13/2012 Terminated)

Georgia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Illinois

Registered Investment Advisory firm - (11/7/2012 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2012 Terminated)

Iowa

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kansas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Kentucky

Registered Investment Advisory firm - (12/13/2012 Terminated)

Missouri

Registered Investment Advisory firm - (12/13/2012 Terminated)

Nevada

Registered Investment Advisory firm - (1/13/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (12/18/2012 Terminated)

New Mexico

Registered Investment Advisory firm - (12/13/2012 Terminated)

New York

Registered Investment Advisory firm - (12/13/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (12/13/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oklahoma

Registered Investment Advisory firm - (12/13/2012 Terminated)

Oregon

Registered Investment Advisory firm - (12/19/2012 Terminated)

Tennessee

Registered Investment Advisory firm - (12/21/2012 Terminated)

Texas

Registered Investment Advisory firm - (12/13/2012 Terminated)

Virginia

Registered Investment Advisory firm - (12/13/2012 Terminated)

Washington

Registered Investment Advisory firm - (12/13/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - (12/13/2012 Terminated)

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Contact information

Main Address

2655 1st Street Suite 250, Simi Valley, CA 93065

Mailing Address

P.o. Box 2049, Simi Valley, CA 93062

Phone number

(800) 473-3856

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HBW ADVISORY SERVICES LLC (11/13/2025)

Regulatory assets under management

Total Number of Accounts	14,679
AUM (Assets Under Management)	$ 1,747,369,322

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Barnett D. Hellenbrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barnett David Hellenbrand's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

HBW ADVISORY SERVICES LLC

HBW SECURITIES LLC

AMERICAN GENERAL SECURITIES INCORPORATED

MM ASCEND LIFE INVESTOR SERVICES, LLC

IAC SECURITIES, INC.

CARDINAL INVESTMENTS, INC.

CENTAURUS FINANCIAL, INC.

USLIFE EQUITY SALES CORP.

NORTH AMERICAN MANAGEMENT, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

HBW ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2007

Series 63

Date: 7/1/1983

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2018

Series 6

Date: 7/1/1983

Series 26

Date: 1/15/1988

Current Firm

HBW ADVISORY SERVICES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HBW ADVISORY SERVICES LLC

TRUST BUT VERIFY

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