Best Investors Account Sign in
Inactive

Bryan Kenneth Geurink

Hbw Advisory Services LLC

Simi Valley, CA

Holland, MI

CRD 6889584

Claim This Profile
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
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

833 E. 16Th Street Suite 200, Holland, MI 49423 • 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
Pathway Financial Design Llc Ada MI 03/2018 Present
American Friends Of Beautiful Gate Zeeland MI 12/2010 03/2018
Hbw Advisory Services Llc Ada MI 08/2018 Present
  • 03/2018 → Present
    Pathway Financial Design Llc
    Ada, MI
  • 12/2010 → 03/2018
    American Friends Of Beautiful Gate
    Zeeland, MI
  • 08/2018 → Present
    Ada, MI
Other Businesses

March 2018, Pathway Financial Design, Financial Planner, Tax Preparer, Accounting and Payroll, property, Casualty and health Insurance, Life Insurance, Heritage Estate Services. August 2018, American Friends of Beautiful Gates Ministries International, Treasurer, Fundraising Support. DECEMBER 2018, 5% OWNER OF PATHWAY FINANCIAL DESIGN, LLC, S CORP, SERVICING OF EXISTING AN NEW CLIENTS

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Simi Valley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor