Brett
Dusch
Hbks Wealth Advisors
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About this Advisor
Brett Dusch is a financial advisor who works out of Warrendale, Pennsylvania with 2 years of industry experience. Dusch is currently employed by Hbks Wealth Advisors. Dusch has gained experience at Federated Securities Corp, Federated Hermes Inc, Penn State University, Baw Plastics, Inc, Federated Investors, Inc, Federated Investors Inc, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Investment Counseling, Federated Global Investment Management Corp, Hbks Wealth Advisors, Purshe Kaplan Sterling and Hbk Sorce Insurance LLC. Dusch maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Hbks Wealth Advisors is a registered investment company that has its headquarters in Erie, PA. It has offices in 13 locations and a total of 95 financial advisors. It administers $5 billion in assets between its 15,664 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 15,664 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fees billed by Hbks Wealth Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hbks Wealth Advisors Brokerage Details
$4,991,756,194
95
15,664
$318,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Brett Dusch Work History
Brett has been registered as a financial advisor for 2 years.*
Hbk Sorce Insurance LLC
Hbks Wealth Advisors
Purshe Kaplan Sterling
Federated Securities Corp
Federated Hermes Inc
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Investment Counseling
Federated Global Investment Management Corp
Federated Investors Inc
Federated Investors, Inc
Baw Plastics, Inc
Penn State University
*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 Brett Dusch 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 Hbks Wealth Advisors
Erie, PA
Philadelphia, PA
Erie, PA
Warrendale, PA
Fredonia, NY
Stuart, FL
Naples, FL
Erie, PA
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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