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David Henry Veltkamp

Hbw Advisory Services LLC

Zeeland, MI

Simi Valley, CA

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Current Employers
Hbw Advisory Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-04
MI RA APPROVED 2010-03-18
  • TX RA
    APPROVED_RES
    Since 2023-12-04
  • MI RA
    APPROVED
    Since 2010-03-18

Branch Locations

201 W Washington Ave Ste 202, Zeeland, MI 49464 • United States

2655 1St Street Suite 250, Simi Valley, CA 93065 • 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 Securities Llc Simi Valley CA 01/2006 06/2017
Veltkamp & Associates Llc Grand Rapids MI 02/2006 12/2017
Hbw Advisory Services Llc Simi Valley CA 05/2008 Present
Clark Financial Group Grand Rapids MI 07/2005 05/2017
Cetera Advisor Networks, Llc El Segundo CA 06/2017 10/2023
K/C Amp Llc Hudsonville MI 01/2018 01/2021
Ideal Life Fianncial Hudsonville MI 01/2021 Present
  • 01/2006 → 06/2017
    Hbw Securities Llc
    Simi Valley, CA
  • 02/2006 → 12/2017
    Veltkamp & Associates Llc
    Grand Rapids, MI
  • 05/2008 → Present
    Simi Valley, CA
  • 07/2005 → 05/2017
    Clark Financial Group
    Grand Rapids, MI
  • 06/2017 → 10/2023
    Cetera Advisor Networks, Llc
    El Segundo, CA
  • 01/2018 → 01/2021
    K/C Amp Llc
    Hudsonville, MI
  • 01/2021 → Present
    Ideal Life Fianncial
    Hudsonville, MI
Other Businesses

(1) NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES START DATE: 6/2005 POSITION/TITLE/RELATIONSHIP: FINANCIAL COACH APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL COACH (2) NAME OF OTHER BUSINESS: IDEAL LIFE FINANCIAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE, TAXES AND FINANCIAL SERVICES ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL COACH ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL COACH ; (3) NAME OF OTHER BUSINESS: COMMUNITY WORKS INVESTMENT RELATED: NO; ADDRESS: 427 MAPLE AVE. HOLLAND, MI 49423; NATURE OF BUSINESS: COMMUNITY DEVELOPMENT; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS:2; BRIEF DESCRIPTION OF DUTIES: OVERSEE CREATION OF BUDGET, MONITOR AND REPORT ON FINANCIAL STATUS, ENSURE FINANCIAL POLICIES AND PRACTICES ARE FOLLOWED;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-29
S63 Uniform Securities Agent State Law Examination 1984-04-19
  • S65 Uniform Investment Adviser Law Examination
    2007-08-29
  • S63 Uniform Securities Agent State Law Examination
    1984-04-19

View on SEC IAPD

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