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Brian Malkinson

HBW ADVISORY SERVICES

Chico, CA

·CRD# 6952754·8 years experience

Professional Summary

Brian Malkinson, who also goes by Brian J Malkinson, is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Chico, California. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian J Malkinson

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

HBW ADVISORY SERVICES LLC·CRD# 143665

RIA

1. 1395 Ridgewood Blvd Ste 300, Chico, CA 959732. 3017 Douglas Blvd Ste 100, Roseville, CA 95661

May 14, 2018 - Present

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Current Firm

HA

HBW ADVISORY SERVICES LLC

HBW ADVISORY SERVICES LLC

CRD#: 143665 / SEC#: 801-77333

RIA

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

Alabama

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

Arizona

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

California

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

Colorado

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

Connecticut

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

Florida

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

Georgia

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

Illinois

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

Indiana

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

Iowa

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

Kansas

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

Kentucky

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

Missouri

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

Nevada

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

New Jersey

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

New Mexico

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

New York

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

North Carolina

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

Ohio

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

Oklahoma

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

Oregon

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

Tennessee

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

Texas

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

Virginia

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

Washington

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

Wisconsin

Registered Investment Advisory firm - Wisconsin (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).

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

# of Employees

72

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US 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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

9/2018 - JONES FINANCIAL NETWORK, CHIEF OPERATING OFFICER, OVERSEE DAILY OPERATIONS OF ORGANIZATION 1/2021 - TIG WEALTH MANAGEMENT INC, PRESIDENT, ESTATE PLANNING, OVERSEE OPERATIONS OF ORGANIZATION 8/2021 -ENCORETATE PLANS, ESTATE PLANNING, LIASON BETWEEN HELIOS AND CLIENTS TO HELP CREATE REVOCABLE LIVING TRUSTS, NO COMPENSATION IS RECEIVED 7/2021 - HBW INSURANCE AND FINANCIAL SERVICES, DBA HBW PARTNERS, INSURANCE AGENCY, PROVIDE CLIENTS WITH VARIOUS FORMS OF LIFE ISNRUANCE. 4/2025 - THE BRAYLEY GROUP, MANAGEMENT AND GENERAL BUSINESS CONSULTANTING, PRESIDENT/OWNER 4/2023 - NOTARY, NOTARIZE DOCUMENTS, SOLE PROPRIETOR

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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 - SEC (11/7/2012 Approved)

Alabama

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

Arizona

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

California

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

Colorado

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

Connecticut

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

Florida

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

Georgia

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

Illinois

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

Indiana

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

Iowa

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

Kansas

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

Kentucky

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

Missouri

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

Nevada

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

New Jersey

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

New Mexico

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

New York

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

North Carolina

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

Ohio

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

Oklahoma

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

Oregon

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

Tennessee

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

Texas

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

Virginia

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

Washington

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

Wisconsin

Registered Investment Advisory firm - Wisconsin (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.

IAR

California
(5/14/2018)

IAR

Texas
(6/19/2019)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brian Malkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BM

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