Joel E. Bengds

HSC WEALTH ADVISORS

Forest, VA 24551-4744

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CRD#: 5096901

Professional summary

Joel Erik Bengds, AIF®, CFP® is a registered financial advisor currently at HSC WEALTH ADVISORS located in Forest, Virginia.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

What is your minimum asset requirement?

500K

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.

PARTNER IN MONEYWISE PARTNERS, LLC; OWNS OFFICE BUILDING, MONEYWISE PARTNERS, LLC RECEIVES RENT FROM MONEYWISE, INC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Erik Bengds'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 6, 2006 - Present

HSC WEALTH ADVISORS

Office #1: 1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744

RIA

CRD#: 105103

Forest, VA

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".

HSC WEALTH ADVISORS

HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART

CRD#: 105103 / SEC#: 801-20812

RIA

Registered Investment Advisory firm - (3/16/1984 Approved)

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

Virginia
(2/6/2006)

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: 1/26/2006

Uniform Investment Adviser Law Examination

Current Firm

HSC WEALTH ADVISORS

HSC WEALTH ADVISORS | THE RETIREMENT & ROLLOVER CENTER | MONEYWISE INC | HUFF, STUART & CARLTON | HUFF & STUART

CRD#: 105103 / SEC#: 801-20812

RIA

Registered Investment Advisory firm - (3/16/1984 Approved)

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Contact information

Main Address

1563 Crossings Centre Drive Suite 100, Forest, VA 24551-4744

Mailing Address

Phone number

(434) 316-9356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	1,809
AUM (Assets Under Management)	$ 410,029,787

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
02/28/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/24/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

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Joel E. Bengds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Erik Bengds's CRS (Customer Relationship Summary).

Certified licenses

Experience

HSC WEALTH ADVISORS

Primary Firm SEC Registration

HSC WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2006

Current Firm

HSC WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HSC WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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