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LD

Leonard D. Debraber

CLEARVIEW INVESTMENTS
Jenison, MI 49428
Some features on this profile are disabled
CRD#: 4329156
LD

Professional summary


Leonard David Debraber, who also goes by Len David Debraber, is a registered financial advisor currently at CLEARVIEW INVESTMENTS located in Jenison, Michigan.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Leonard has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Len David Debraber

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.
SPARTA HIGH SCHOOL, RUN THE CLOCK AT HOME BASKETBALL GAMES, COMMENCED 1979, INDEPENDENT CONTRACTOR.LIFE INSURANCE AGENT WITH HBW INSURANCE & FINANCIAL SERVICES, INC.RENTAL PROPERTY, 1041 DAVIS, GRAND RAPIDS, MI. GENERAL MAINTENANCE AND MANAGEMENT, 2 HRS/WK. HBW ADVISORY SERVICES LLC, FEE BASED MANAGMENT OF SECURITIES, COMMENCED 1-2010 0% OWNERSHIP, INVESTMENT ADVISOR. GLEANER LIFE INSURANCE, SALES OF TERM LIFE INSURANCE, COMMENCED 12/2011, < 1 HR/WK TIME SPENT, 0% OWNERSHIP, AGENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Leonard David Debraber'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®
None

Experience


Current

July 18, 2014 - Present

CLEARVIEW INVESTMENTS

Office #1: 1360 Baldwin St, Jenison, MI 49428
RIA
CRD#: 143693
Jenison, MI
Past

February 18, 2010 - September 17, 2014

HBW ADVISORY SERVICES LLC

RIA
CRD#: 143665
SIMI VALLEY, CA
Past

December 10, 2009 - December 31, 2009

CPR INVESTMENTS INC

RIA
CRD#: 139067
ROCHESTER, MI
Past

February 16, 2006 - December 31, 2012

HBW SECURITIES LLC

BD
CRD#: 136959
GRAND RAPIDS, MI
Past

January 31, 2001 - November 10, 2005

PFS INVESTMENTS INC.

BD
CRD#: 10111
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
Michigan
(7/18/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
CLEARVIEW INVESTMENTS
CLEARVIEW FINANCIAL, LLC | CLEARVIEW INVESTMENTS

CRD#: 143693 / SEC#:

Michigan
Registered Investment Advisory firm - (7/9/2007 Approved)
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Contact information


Main Address
1360 Baldwin St, Jenison, MI 49428
Mailing Address
Phone number
(616) 667-8990
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts781
AUM (Assets Under Management)$ 48,853,686

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.

Company Information


CLEARVIEW INVESTMENTS

CRD#: 143693Jenison, MI 49428

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