Daniel
Korhorn

Hbw Advisory Services LLC

CRD#2944940
Investment Advisor
in Ada, MI

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About this Advisor

Daniel Korhorn is a financial advisor operating in Ada, Michigan with 6 years of industry experience. Korhorn is on the advisory team at Hbw Advisory Services LLC. During their career, Korhorn has held roles at Hbw Insurance & Financial Services Inc, Hbw Securities LLC, Producer Insight Panel, Pathway Financial Design LLC, Leelanau Financial Services LLC, Northern Mortgage, Cetera Advisor Networks LLC and Hbw Advisory Services LLC. Korhorn maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Hbw Advisory Services LLC is an advisory firm that has its headquarters in Simi Valley, CA. It has offices in 49 locations and a total of 65 employees. It controls $1 billion in assets among its 11,853 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 11,853 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which service is offered. 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 Registered*

6 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

Office Location

7152 Knapp St. Ne
Ada, MI 49301

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$1,019,551,088

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

65

MI Average: 43
Total Number of Accounts

11,853

MI Average: 3,727
Average Account Size

$86,016

MI Average: $2,033,427

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

Daniel Korhorn Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Northern Mortgage

2017 - Present (7 years)

Cetera Advisor Networks LLC

2017 - Present (7 years)

Hbw Advisory Services LLC

2009 - Present (15 years)

Pathway Financial Design LLC

2004 - Present (20 years)

Hbw Insurance & Financial Services Inc

2011 - 2017 (6 years)

Leelanau Financial Services LLC

2009 - 2014 (5 years)

Producer Insight Panel

2006 - 2017 (11 years)

Hbw Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Korhorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hbw Advisory Services LLC

Kerri Herlick
Saratoga Springs, NY
Taylor Davis
Simi Valley, CA
Brian Malkinson
Simi Valley, CA
Alexander Peets
Simi Valley, CA
Telma Provencio
Oxnard, CA
Dale Curtis
Temecula, CA
Rick Harbus
Simi Valley, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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