Joel
Broersma
Hbw Advisory Services LLC
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About this Advisor
Joel Broersma is a certified financial planner operating in Simi Valley, California with a total of 13 years of relevant experience. Broersma is currently employed by Hbw Advisory Services LLC. The advisor has gained experience at Hbw Insurance & Financial Services, Inc, Hbw Securities LLC, Hbw Advisory Services LLC, Pathway Financial Design LLC, Broersma & Associates LLC, Ellenwood Landing Marina, Cetera Advisor Networks LLC and Hbw Partners Tax Services LLC. Broersma holds a Series 63 license, designating them as a securities broker, and is approved to serve investors in Michigan and Texas. Hbw Advisory Services LLC is a financial advisory company headquartered in Simi Valley, CA. The investment advisory business has offices in 49 locations and a total of 65 employees. It manages $1 billion in assets under management across its 11,853 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 11,853 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The business has a number 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 advisory services usually are based on which services the firm provides the client. However, fee types billed by Hbw Advisory Services LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbw Advisory Services LLC Brokerage Details
$1,019,551,088
65
11,853
$86,016
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
Joel Broersma Work History
Joel has been registered as a financial advisor for 13 years.*
Cetera Advisor Networks LLC
Hbw Partners Tax Services LLC
Hbw Advisory Services LLC
Hbw Insurance & Financial Services, Inc
Pathway Financial Design LLC
Broersma & Associates LLC
Hbw Securities LLC
Ellenwood Landing Marina
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 Joel Broersma 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
Simi Valley, CA
Saratoga Springs, NY
Simi Valley, CA
Oxnard, CA
Corona, CA
Simi Valley, CA
Brighton, MI
Corona, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
