Daniel Joseph Murphy

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

• 07/2015 → 10/2016
  Ultimate Software
  Weston, FL
• 11/2016 → 04/2017
  Kevin Spahn
  Lombard, IL
• 11/2016 → 04/2017
  Northwestern Mutual Investment Services Llc
  Lombard, IL
• 01/2017 → Present
  Northwestern Mutual Wealth Management Company
  Lombard, IL

Other Businesses

11/2022 - WINFIELD WEALTH ADVISORS, LLC., INVESTMENT ADVISOR REPRESENTATIVE, ASSET MANAGEMENT AND WEALTH MANAGEMENT 4/2026 - MALIBU ADVISORS INC., OWNER/FINANCIAL ADVISOR, FINANCIAL ADVISING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-01
• S63 Uniform Securities Agent State Law Examination
  1991-03-20

Other Names

• Dan Murphy
• Dan J Murphy
• Murph Murphy
• Daniel Joseph Murphy
• Daniel J Murphy