Chad
Cosens

Hbw Advisory Services LLC

CRD#6035230
Investment Advisor
in Simi Valley, CA

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About this Advisor

Chad Cosens is a financial advisor based in Simi Valley, California, with a total of 10 years of financial industry experience. Cosens is an employee of Hbw Advisory Services LLC. Cosens has gained experience at Hbw Securities LLC, Ryerson, Cosens Architectural, Banwart Financial Group, Chad Cosens, Hairbow Center, Hbw Advisory Services LLC and Compass Financial Advisors. Cosens holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Texas. Hbw Advisory Services LLC is an advisory firm that has its headquarters in Simi Valley, California. The company has offices in 45 locations and a total of 57 people on staff. It handles $534 million in assets across its 7,103 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely depend on which service is offered. However, fee types charged by Hbw Advisory Services LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3355 Cochran Street Suite 100
Simi Valley, CA 93063

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$533,968,631

CA Average: $7,578,581,321
Total Number of Employees

57

CA Average: 43
Total Number of Accounts

7,103

CA Average: 3,727
Average Account Size

$75,175

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Chad Cosens Work History

Chad has 10 years of experience.

2013 - Present (8 years)

Compass Financial Advisors

2012 - Present (9 years)

Chad Cosens

2012 - Present (9 years)

Hairbow Center

2012 - Present (9 years)

Hbw Advisory Services LLC

2012 - 2012 (< 1 year)

Hbw Securities LLC

2012 - 2012 (< 1 year)

Banwart Financial Group

2010 - 2012 (2 years)

Ryerson

2010 - 2010 (< 1 year)

Cosens Architectural

Disclosures

Chad Cosens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Stephen Foley
Simi Valley, CA
Chad Cosens
Simi Valley, CA
William Rudkin
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Chad Francis
Simi Valley, CA
Jeffrey Dennison
Madison, AL
Kyra King
Simi Valley, CA

This content was compiled from the SEC and FINRA.

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