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Michael Earl Linder

Hbw Advisory Services LLC

Middleton, ID

CRD 6647796

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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:

Current Employers
Hbw Advisory Services Llc

2655 1St Street Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-11-01
  • ID RA
    APPROVED
    Since 2023-11-01

Branch Locations

Middleton, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hbw Insurance And Financial Services 3355 Cochran St, Ste 100 CA 03/1995 Present
  • 03/1995 → Present
    Hbw Insurance And Financial Services
    3355 Cochran St, Ste 100, CA
Other Businesses

01/2000 - HBW INSURANCE AND FINANCIAL SERVICES, INSURANCE AGENT, SELLING FIXED PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-01
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
Other Names
  • Michael Linder
  • Mike Linder

View on SEC IAPD

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