DK
Daniel J. Korhorn
HBW ADVISORY SERVICES LLC
GRAND RAPIDS, MI 49546
Some features on this profile are disabled
CRD#: 2944940
DK
Professional summary
Daniel James Korhorn is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Grand Rapids, Michigan and SILVER OAK SECURITIES, INCORPORATED located in Grand Rapids, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. HBW Advisory Services, Is Investment Related,"2655 1st Street, Ste 250, Simi Valley, CA, 93065, United States",RIA,Advisor,12/23/2016,80 hours per month,0 hours per month during trading hours, Fee Based Compensation, RIA Rep 2. Pathway Financial, Is Not Investment Related,"3333 Deposit Dr, STE 250, Grand Rapids, MI, 49546, United States",DBA,Principal,1/13/2005,120 hours per month,0 hours per month during trading hours, Salary Compensation, Owner 3. HBW Partners Tax Service, Is Not Investment Related,"3333 Deposit Dr, STE 250, Grand Rapids, MI, 49546, United States",TAx,Principal,9/25/2014,10 hours per month,0 hours per month during trading hours, Salary Compensation, Tax Preparation 4. Encore Estate Planning, Is Not Investment Related,"113 Cherry Street, , Seattle, WA, 98104, United States", Estate Planning,Advisor,8/1/2024,2 hours per month,0 hours per month during trading hours, Fee Based Compensation, Provide clients with access to estate planning documents 5. Priority Health, Is Not Investment Related,"1231 E Beltline, , Grand Rapids, MI, 49525, United States",Medicare,Agent,10/1/2014,1 hours per month,0 hours per month during trading hours, Commission Compensation, Sales of Medicare Supplemental Insurance 6. Hansen Brokerage, Is Not Investment Related,"5380 Cascade Rd, STE 150, Grand Rapids, MI, 49546, United States",Insurance,Agent,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation, Sales of life. LTC and disability insurance 7. ADP Payroll Service,Is Not Investment Related,"1 ADP Boulevard, , Roseland, NJ, 07068, United States",Payroll Service,Referrer,2/1/2016,1 hours per month,1 hours per month during trading hours,Other Compensation,Referral Fee 8. Korhorn Financial Group LLC,Is Not Investment Related,"6910 N. Main St., Building 16, Unit #41, Granger, IN, 46530, United States",Financial Planning & P&C Insurance,Referrer,9/1/2024,1 hours per month,1 hours per month during trading hours,Other Compensation,Referral Fee 9. Payentry,Is Not Investment Related,"19109 Catawba Ave., Suite #100, Cornelius, NC, 28031, United States",Payroll service,referrer,12/1/2023,1 hours per month,1 hours per month during trading hours,Other Compensation,Referral fee
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Korhorn's 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®
NoneExperience
Current
January 5, 2017 - Present
HBW ADVISORY SERVICES LLC
Office #1: 3333 Deposit Dr. Ne Ste 250, Grand Rapids, MI 49546RIA
CRD#: 143665
GRAND RAPIDS, MI
Current
October 17, 2024 - Present
SILVER OAK SECURITIES, INCORPORATED
Office #1: 3333 Deposit Dr. Ne Suite 250, Grand Rapids, MI 49546Office #2: 833 E 16th Street Suite 200, Holland, MI 49423RIA
BD
CRD#: 46947
Grand Rapids, MI
Past
June 28, 2017 - July 28, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GRAND RAPIDS, MI
Past
June 26, 2017 - October 21, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
GRAND RAPIDS, MI
Past
February 16, 2006 - July 24, 2017
HBW SECURITIES LLC
BD
CRD#: 136959
ADA, MI
Past
January 18, 2005 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
February 5, 1998 - November 24, 2004
PFS INVESTMENTS INC.
BD
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".
HA
HBW ADVISORY SERVICES LLC
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)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Michigan(1/5/2017)
RR
Michigan(10/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HA
HBW ADVISORY SERVICES LLC
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)Upgrade to AdvisorCheck Premium
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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
72
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,679 |
| AUM (Assets Under Management) | $ 1,747,369,322 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HBW ADVISORY SERVICES LLC
CRD#: 143665Grand Rapids, MI 49546TRUST BUT VERIFY
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