Trenton Gene Banwart

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → Present
  Hbw Insurance & Financial Services, Inc.
  Simi Valley, CA
• 02/2008 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 10/2009 → Present
  Hairbow Center, Llc
  Fort Scott, KS
• 05/1999 → Present
  Trent Banwart
  Fort Scott, KS
• 12/2012 → Present
  Compass Financial Advisors, Llc
  Fort Scott, KS

Other Businesses

TRENT BANWART, CONTRACT PILOT, COMMENCED 5/1999, CONTRACTOR FOR PILOT SERVICES OF PRIVATE AIRCRAFT. PRIVATE RENTAL PROPERTIES, OWNER, COMMENCED 11/2001, SPENDS 3-5 HRS PER MONTH. INSURANCE AGENT WITH HBW INSURANCE&FINANCIAL SERVICES, INC. DBA HBW PARTNERS, COMMENCED 12/2002 TO PRESENT. HBW ADVISORY SERVICES LLC, COMMENCED 2/2008, 0% OWNERSHIP, INVESTMENT ADVISOR REPRESENTATIVE. HAIRBOW CENTER LLC, ONLINE WEBSTORE, ASSIST W/ BUSINESS MANAGEMENT OPERATIONS, COMMENCED 02/2017, 12 HRS/WK, 100% OWNERSHIP, OWNER/CONSULTANT. COMPASS FINANCIAL ADVISORS, LLC, COMMENCED 10/2010, 2 HRS PER WEEK TIME SPENT.COMPASS FINANCIAL ADVISORS, LLC, DBA FOR INVESTMENT ADVISORY AND SECURITIES BUSINESS, COMMENCED 12/2012, 100% OWNERSHIP, >20% TIME SPENT, OWNER. 3/2019, HERITAAGE LIVING TRUST, AGENT, SOLICIT CLIENTS TO ESTABLISH A TRUST WITH HERITAGE. 6-2021 BANWART PROPERTIES LLC, JOINT OWNER WITH WIFE, PURCHASE COMMERCIAL REAL ESTATE TO OWN AND RENT, PASSIVE INVESTMENT. 7/2026- FIND MY WINGS, MARKETING/CONSULTING/DESIGN/ SOFTWARE/TECHNOLOGY/WEB DEVELOPEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-11
• S63 Uniform Securities Agent State Law Examination
  2000-11-14