Dirk J. Huybrechts
HFM ADVISORS
Los Angeles, CA
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CRD#: 2950523
Professional summary
Dirk Joseph Huybrechts, CFP® is a registered financial advisor currently at HFM ADVISORS located in Los Angeles, California.
Dirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Dirk has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
Dirk Huybrechts is a Fee-Only NAPFA Registered Financial Advisor. He has earned the Certified Financial Planner (CFP) professional designation and is a Registered Investment Advisor (RIA).
Dirk’s “second” career as an investment manager and financial advisor evolved from a previous occupation as a real estate broker and investor. After more than 25 years in real estate, he began his transition to investment manager and financial advisor. His education included earning a Certificate in Personal Financial Planning (PFP) from UCLA and graduating from the Financial Planning Residency Program from UC Irvine.
HFM Advisors was founded to help individuals, families and small businesses understand and manage the financial decisions of everyday life. At HFM Advisors we are prepared to support clients with their investment management, portfolio construction and financial planning needs.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Middle Income Client Needs
Real Estate Investments
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
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.
PRINCIPAL - KELTON MANAGEMENT SERVICES, LOS ANGELES,CA. PROPERTY MANAGEMENT OF FAMILY OWNED PROPERTIES. START DATE 04/1976 TO PRESENT. APPROXIMATELY 6-10 HOURS PER MONTH OF WHICH 1-1.5 HOURS PER MONTH OCCUR DURING SECURITY TRADING HOURS. DUTIES ARE OVERSIGHT OF APARTMENT RENTALS, ONGOING REPAIRS AND MAINTENANCE AND ALL BOOKKEEPING RESPONSIBILITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Dirk Joseph Huybrechts'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®
CFP®
Start date: 2001
Experience
Current
June 28, 2018 - Present
HFM ADVISORS
RIA
CRD#: 131174
Los Angeles, CA
Past
April 22, 1999 - September 7, 2005
IFC ADVISORY
RIA
CRD#: 108339
CULVER CITY, CA
Past
November 5, 1997 - December 31, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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(6/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HA
HFM ADVISORS
DIRK JOSEPH HUYBRECHTS | HUYBRECHTS, DIRK JOSEPH | HFM ADVISORS
CRD#: 131174 / SEC#:
California
Registered Investment Advisory firm - (2/16/1999 Approved)Texas
Registered Investment Advisory firm - (2/18/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Los Angeles, CA
Mailing Address
Po Box 491695, Los Angeles, CA 90049
Phone number
(310) 479-7958
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 63,230,000 |
Red Flags
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